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Evolution Wealth Advisors’s Charter Communications CHTR Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-28
Closed -$20K – 244
2021
Q3 		$20K Hold
28
– – ﹤0.01% 313
2021
Q2 		$20K Hold
28
– – ﹤0.01% 303
2021
Q1 		$17K Hold
28
– – ﹤0.01% 321
2020
Q4 		$19K Sell
28
-186
-87% -$118K ﹤0.01% 271
2020
Q3 		$134K Hold
214
– – 0.04% 123
2020
Q2 		$109K Buy
+214
New +$109K 0.04% 108
2020
Q1 		– Sell
-29
Closed -$14K – 369
2019
Q4 		$14K Buy
29
+1
+4% +$460 ﹤0.01% 256
2019
Q3 		$12K Buy
28
+3
+12% +$1.21K 0.01% 149
2019
Q2 		$10K Buy
+25
New +$9.37K ﹤0.01% 171

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evolution Wealth Advisors's CHTR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 28 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in CHTR in Q2 2019 and held it in 9 quarters. The position peaked at $134K in Q3 2020. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 28 Charter Communications shares in Q4 2021, an estimated $20K.
  • Evolution Wealth Advisors first reported a position in Charter Communications in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Charter Communications position peaked at $134K in Q3 2020.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.