Forvis Mazars Wealth Advisors’s Charter Communications CHTR Stock Holding History

Forvis Mazars 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
2021 Q1	–	Sell	-543	Closed	-$359K	–	295
2020 Q4	$359K	Sell	543 -4	-0.7%	-$2.55K	0.02%	264
2020 Q3	$342K	Buy	547 +28	+5%	+$16.5K	0.02%	244
2020 Q2	$265K	Buy	+519	New	+$263K	0.02%	263

Other funds holding CHTR

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Forvis Mazars Wealth Advisors's CHTR Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Charter Communications (CHTR) in Q1 2021, closing a stake of 543 shares — an estimated $359K sold.

Forvis Mazars Wealth Advisors first reported a position in CHTR in Q2 2020 and held it in 3 quarters. The position peaked at $359K in Q4 2020. 998 funds tracked by Wall St. Rank hold CHTR as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Charter Communications position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 543 Charter Communications shares in Q1 2021, an estimated $359K.
Forvis Mazars Wealth Advisors first reported a position in Charter Communications in Q2 2020 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Charter Communications position peaked at $359K in Q4 2020.
998 funds tracked by Wall St. Rank held Charter Communications as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.