Financial Architects (New Jersey)’s Charter Communications CHTR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-9	Closed	-$5K	–	355
2020 Q2	$5K	Hold	9	–	–	﹤0.01%	716
2020 Q1	$4K	Sell	9 -53	-85%	-$25.9K	﹤0.01%	722
2019 Q4	$30K	Hold	62	–	–	0.01%	496
2019 Q3	$26K	Hold	62	–	–	0.01%	538
2019 Q2	$25K	Hold	62	–	–	﹤0.01%	665
2019 Q1	$22K	Sell	62 -20	-24%	-$6.59K	﹤0.01%	855
2018 Q4	$23K	Hold	82	–	–	﹤0.01%	767
2018 Q3	$27K	Hold	82	–	–	﹤0.01%	829
2018 Q2	$24K	Buy	82 +9	+12%	+$2.59K	﹤0.01%	761
2018 Q1	$23K	Hold	73	–	–	﹤0.01%	842
2017 Q4	$25K	Hold	73	–	–	﹤0.01%	905
2017 Q3	$27K	Hold	73	–	–	﹤0.01%	881
2017 Q2	$25K	Hold	73	–	–	﹤0.01%	893
2017 Q1	$24K	Hold	73	–	–	﹤0.01%	880
2016 Q4	$21K	Hold	73	–	–	﹤0.01%	820
2016 Q3	$20K	Hold	73	–	–	0.01%	840
2016 Q2	$17K	Buy	+73	New	+$15.7K	﹤0.01%	831

Other funds holding CHTR

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

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

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Architects (New Jersey)'s CHTR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 9 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in CHTR in Q2 2016 and held it in 17 quarters. The position peaked at $30K in Q4 2019. 982 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 9 Charter Communications shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Charter Communications in Q2 2016 and held it in 17 quarters.
Financial Architects (New Jersey)'s Charter Communications position peaked at $30K in Q4 2019.
982 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.