First Personal Financial Services’s Charter Communications CHTR Stock Holding History

First Personal Financial Services’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	–	Hold	0	–	–	–	361
2020 Q1	–	Sell	-9	Closed	-$4K	–	339
2019 Q4	$4K	Hold	9	–	–	﹤0.01%	315
2019 Q3	$4K	Hold	9	–	–	﹤0.01%	400
2019 Q2	$4K	Buy	+9	New	+$3.37K	﹤0.01%	607
2018 Q2	–	Sell	-611	Closed	-$190K	–	707
2018 Q1	$190K	Sell	611 -277	-31%	-$97.4K	0.04%	218
2017 Q4	$298K	Buy	888 +51	+6%	+$17.3K	0.06%	195
2017 Q3	$304K	Sell	837 -164	-16%	-$61K	0.06%	180
2017 Q2	$338K	Hold	1,001	–	–	0.07%	167
2017 Q1	$328K	Sell	1,001 -550	-35%	-$175K	0.08%	153
2016 Q4	$446K	Buy	1,551 +1,503	+3,131%	+$405K	0.12%	129
2016 Q3	$13K	Sell	48 -2	-4%	-$505	﹤0.01%	513
2016 Q2	$11K	Buy	+50	New	+$10.7K	﹤0.01%	542

Other funds holding CHTR

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Personal Financial Services's CHTR Position: Q1 2024 in Review

First Personal Financial Services held its Charter Communications (CHTR) position steady in Q1 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #361.

First Personal Financial Services first reported a position in CHTR in Q2 2016 and has held it in 11 quarters since. The position peaked at $446K in Q4 2016. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

First Personal Financial Services held 0 shares of Charter Communications worth $1 as of Q1 2024.
First Personal Financial Services left its Charter Communications share count unchanged in Q1 2024.
Charter Communications made up ﹤0.01% of First Personal Financial Services's portfolio in Q1 2024, its #361 holding.
First Personal Financial Services first reported a position in Charter Communications in Q2 2016 and has held it in 11 quarters since.
First Personal Financial Services's Charter Communications position peaked at $446K in Q4 2016.
824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.