Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Charter Communications CHTR Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-1,293
Closed -$443K – 1577
2024
Q4 		$443K Buy
1,293
+98
+8% +$35.4K ﹤0.01% 1297
2024
Q3 		$387K Buy
1,195
+169
+16% +$56.8K ﹤0.01% 1324
2024
Q2 		$307K Sell
1,026
-284
-22% -$77.5K ﹤0.01% 1368
2024
Q1 		$381K Buy
1,310
+690
+111% +$222K ﹤0.01% 1235
2023
Q4 		$241K Buy
620
+45
+8% +$18.4K ﹤0.01% 1407
2023
Q3 		$253K Buy
+575
New +$239K ﹤0.01% 1313

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Envestnet Portfolio Solutions's CHTR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 1,293 shares — an estimated $443K sold.

Envestnet Portfolio Solutions first reported a position in CHTR in Q3 2023 and held it in 6 quarters. The position peaked at $443K in Q4 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,293 Charter Communications shares in Q1 2025, an estimated $443K.
  • Envestnet Portfolio Solutions first reported a position in Charter Communications in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Charter Communications position peaked at $443K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.