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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
2017
Q1 		– Sell
-10
Closed -$38K – 1572
2016
Q4 		$38K Buy
+10
New +$2.69K 0.01% 644

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
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. 983 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.
  • 983 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.