Financial Gravity Asset Management’s Charter Communications CHTR Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-339	Closed	-$14	–	1223
2022 Q4	$14	Buy	+339	New	+$119K	﹤0.01%	1349
2019 Q2	–	Sell	-1	Closed	-$375	–	1276
2019 Q1	$0	Buy	+1	New	+$329	﹤0.01%	1339
2018 Q3	$1K	Buy	3 +1	+50%	+$305	﹤0.01%	1093
2018 Q2	$0	Sell	2 -194	-99%	-$55.7K	﹤0.01%	1425
2018 Q1	$54K	Buy	+196	New	+$68.9K	0.06%	288

Other funds holding CHTR

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Financial Gravity Asset Management's CHTR Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 339 shares — an estimated $14 sold.

Financial Gravity Asset Management first reported a position in CHTR in Q1 2018 and held it in 5 quarters. The position peaked at $54K in Q1 2018. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

Financial Gravity Asset Management reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 339 Charter Communications shares in Q1 2023, an estimated $14.
Financial Gravity Asset Management first reported a position in Charter Communications in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Charter Communications position peaked at $54K in Q1 2018.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.