Frontier Wealth Management’s Charter Communications CHTR Stock Holding History

Frontier Wealth Management’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 Q2	–	Sell	-806	Closed	-$497K	–	425
2021 Q1	$497K	Buy	806 +1	+0.1%	+$625	0.04%	240
2020 Q4	$533K	Hold	805	–	–	0.04%	219
2020 Q3	$503K	Hold	805	–	–	0.05%	213
2020 Q2	$411K	Hold	805	–	–	0.04%	234
2020 Q1	$351K	Hold	805	–	–	0.06%	207
2019 Q4	$390K	Hold	805	–	–	0.06%	205
2019 Q3	$332K	Hold	805	–	–	0.05%	232
2019 Q2	$318K	Hold	805	–	–	0.05%	236
2019 Q1	$279K	Hold	805	–	–	0.04%	292
2018 Q4	$229K	Buy	+805	New	+$252K	0.03%	310

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Frontier Wealth Management's CHTR Position: Q2 2021 in Review

Frontier Wealth Management sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 806 shares — an estimated $497K sold.

Frontier Wealth Management first reported a position in CHTR in Q4 2018 and held it in 10 quarters. The position peaked at $533K in Q4 2020. 991 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

Frontier Wealth Management reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
Frontier Wealth Management sold 806 Charter Communications shares in Q2 2021, an estimated $497K.
Frontier Wealth Management first reported a position in Charter Communications in Q4 2018 and held it in 10 quarters.
Frontier Wealth Management's Charter Communications position peaked at $533K in Q4 2020.
991 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on Frontier Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.