Geller Advisors’s Charter Communications CHTR Stock Holding History

Geller 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
2022 Q2	–	Sell	-503	Closed	-$274K	–	140
2022 Q1	$274K	Sell	503 -79	-14%	-$46.4K	0.05%	120
2021 Q4	$379K	Hold	582	–	–	0.07%	89
2021 Q3	$423K	Sell	582 -33	-5%	-$25K	0.09%	66
2021 Q2	$444K	Sell	615 -1	-0.2%	-$673	0.1%	56
2021 Q1	$380K	Buy	616 +231	+60%	+$144K	0.09%	63
2020 Q4	$391K	Hold	385	–	–	0.1%	56
2020 Q3	$240K	Buy	+385	New	+$227K	0.07%	71

Other funds holding CHTR

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

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Geller Advisors's CHTR Position: Q2 2022 in Review

Geller Advisors sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 503 shares — an estimated $274K sold.

Geller Advisors first reported a position in CHTR in Q3 2020 and held it in 7 quarters. The position peaked at $444K in Q2 2021. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

Geller Advisors reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 503 Charter Communications shares in Q2 2022, an estimated $274K.
Geller Advisors first reported a position in Charter Communications in Q3 2020 and held it in 7 quarters.
Geller Advisors's Charter Communications position peaked at $444K in Q2 2021.
943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.