Endurance Wealth Management’s Charter Communications CHTR Stock Holding History

Endurance 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	-3	Closed	-$2K	–	627
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	602
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	585
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	597
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	599
2021 Q1	$2K	Buy	+3	New	+$1.88K	﹤0.01%	606

Other funds holding CHTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Endurance Wealth Management sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 3 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in CHTR in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

Endurance Wealth Management reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
Endurance Wealth Management sold 3 Charter Communications shares in Q2 2022, an estimated $2K.
Endurance Wealth Management first reported a position in Charter Communications in Q1 2021 and held it in 5 quarters.
Endurance Wealth Management's Charter Communications position peaked at $2K in Q1 2022.
943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Endurance Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.