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Freedman Financial Associates’s Charter Communications CHTR Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-118
Closed -$66K – 65
2022
Q1 		$66K Hold
118
– – 0.05% 165
2021
Q4 		$77K Hold
118
– – 0.05% 150
2021
Q3 		$86K Hold
118
– – 0.06% 130
2021
Q2 		$85K Hold
118
– – 0.06% 128
2021
Q1 		$73K Hold
118
– – 0.06% 139
2020
Q4 		$78K Buy
+118
New +$75.1K 0.07% 121

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Dodge & Cox
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State Street
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Massachusetts Financial Services
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Harris Associates
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Berkshire Hathaway
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JP Morgan Chase
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

Freedman Financial Associates's CHTR Position: Q2 2022 in Review

Freedman Financial Associates sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 118 shares — an estimated $66K sold.

Freedman Financial Associates first reported a position in CHTR in Q4 2020 and held it in 6 quarters. The position peaked at $86K in Q3 2021. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

  • Freedman Financial Associates reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 118 Charter Communications shares in Q2 2022, an estimated $66K.
  • Freedman Financial Associates first reported a position in Charter Communications in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Charter Communications position peaked at $86K in Q3 2021.
  • 943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.