Financial Synergies Wealth Advisors’s Charter Communications CHTR Stock Holding History

Financial Synergies 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
2023 Q4	–	Sell	-2	Closed	-$880	–	478
2023 Q3	$880	Hold	2	–	–	﹤0.01%	392
2023 Q2	$735	Buy	+2	New	+$682	﹤0.01%	420
2022 Q3	–	Sell	-3	Closed	-$1.41K	–	480
2022 Q2	$1.41K	Buy	+3	New	+$1.46K	﹤0.01%	277

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's CHTR Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2023, closing a stake of 2 shares — an estimated $880 sold.

Financial Synergies Wealth Advisors first reported a position in CHTR in Q2 2022 and held it in 3 quarters. The position peaked at $1.41K in Q2 2022. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

Financial Synergies Wealth Advisors reported no remaining Charter Communications position as of Q4 2023 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2 Charter Communications shares in Q4 2023, an estimated $880.
Financial Synergies Wealth Advisors first reported a position in Charter Communications in Q2 2022 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Charter Communications position peaked at $1.41K in Q2 2022.
906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.