Global Wealth Management Investment Advisory’s Charter Communications CHTR Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-7	Closed	-$4K	–	474
2020 Q2	$4K	Hold	7	–	–	﹤0.01%	446
2020 Q1	$3K	Buy	+7	New	+$3.42K	﹤0.01%	460
2019 Q4	–	Sell	-5	Closed	-$2K	–	621
2019 Q3	$2K	Hold	5	–	–	﹤0.01%	496
2019 Q2	$2K	Hold	5	–	–	﹤0.01%	543
2019 Q1	$2K	Hold	5	–	–	﹤0.01%	530
2018 Q4	$1K	Buy	+5	New	+$1.57K	﹤0.01%	625

Other funds holding CHTR

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

VAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's CHTR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 7 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in CHTR in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2020. 983 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 7 Charter Communications shares in Q3 2020, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Charter Communications in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Charter Communications position peaked at $4K in Q2 2020.
983 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.