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Empirical Wealth Management’s Charter Communications CHTR Stock Holding History

Empirical Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,301
Closed -$1.25M – 474
2022
Q1 		$1.25M Buy
+2,301
New +$1.35M 0.06% 184

Other funds holding CHTR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Empirical Wealth Management's CHTR Position: Q2 2022 in Review

Empirical Wealth Management sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 2,301 shares — an estimated $1.25M sold.

Empirical Wealth Management first reported a position in CHTR in Q1 2022 and held it in 1 quarter. The position peaked at $1.25M in Q1 2022. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

  • Empirical Wealth Management reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 2,301 Charter Communications shares in Q2 2022, an estimated $1.25M.
  • Empirical Wealth Management first reported a position in Charter Communications in Q1 2022 and held it in 1 quarter.
  • Empirical Wealth Management's Charter Communications position peaked at $1.25M in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.