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First Foundation Advisors’s Charter Communications CHTR Stock Holding History

First Foundation 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
2024
Q1 		– Sell
-340
Closed -$132K – 439
2023
Q4 		$132K Sell
340
-166
-33% -$67.7K 0.01% 370
2023
Q3 		$223K Buy
+506
New +$210K 0.01% 375
2022
Q3 		– Sell
-533
Closed -$250K – 390
2022
Q2 		$250K Buy
533
+31
+6% +$15.1K 0.01% 336
2022
Q1 		$274K Buy
502
+11
+2% +$6.46K 0.01% 349
2021
Q4 		$320K Hold
491
– – 0.01% 334
2021
Q3 		$357K Buy
491
+22
+5% +$16.7K 0.01% 329
2021
Q2 		$338K Buy
469
+36
+8% +$24.2K 0.01% 346
2021
Q1 		$267K Sell
433
-125
-22% -$78.1K 0.01% 356
2020
Q4 		$369K Buy
558
+36
+7% +$22.9K 0.02% 304
2020
Q3 		$326K Hold
522
– – 0.02% 284
2020
Q2 		$266K Sell
522
-19
-4% -$9.64K 0.01% 297
2020
Q1 		$236K Buy
+541
New +$265K 0.01% 303
2019
Q3 		– Sell
-550
Closed -$217K – 361
2019
Q2 		$217K Buy
+550
New +$206K 0.01% 315
2019
Q1 		– Sell
-2,242
Closed -$639K – 339
2018
Q4 		$639K Buy
2,242
+1
+0% +$314 0.04% 223
2018
Q3 		$730K Buy
2,241
+7
+0.3% +$2.14K 0.04% 204
2018
Q2 		$655K Buy
+2,234
New +$642K 0.04% 194

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Foundation Advisors's CHTR Position: Q1 2024 in Review

First Foundation Advisors sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 340 shares — an estimated $132K sold.

First Foundation Advisors first reported a position in CHTR in Q2 2018 and held it in 16 quarters. The position peaked at $730K in Q3 2018. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

  • First Foundation Advisors reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 340 Charter Communications shares in Q1 2024, an estimated $132K.
  • First Foundation Advisors first reported a position in Charter Communications in Q2 2018 and held it in 16 quarters.
  • First Foundation Advisors's Charter Communications position peaked at $730K in Q3 2018.
  • 824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.