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Global Wealth Strategies & Associates’s Charter Communications CHTR Stock Holding History

Global Wealth Strategies & 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
2025
Q1 		– Sell
-1
Closed -$343 – 482
2024
Q4 		$343 Sell
1
-3
-75% -$1.08K ﹤0.01% 373
2024
Q3 		$1.3K Buy
4
+3
+300% +$1.01K ﹤0.01% 314
2024
Q2 		$299 Hold
1
– – ﹤0.01% 314
2024
Q1 		$291 Hold
1
– – ﹤0.01% 331
2023
Q4 		$389 Hold
1
– – ﹤0.01% 292
2023
Q3 		$440 Hold
1
– – ﹤0.01% 301
2023
Q2 		$367 Hold
1
– – ﹤0.01% 288
2023
Q1 		$358 Hold
1
– – ﹤0.01% 313
2022
Q4 		$339 Buy
+1
New +$351 ﹤0.01% 315

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Global Wealth Strategies & Associates's CHTR Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 1 share — an estimated $343 sold.

Global Wealth Strategies & Associates first reported a position in CHTR in Q4 2022 and held it in 9 quarters. The position peaked at $1.3K in Q3 2024. 876 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Charter Communications share in Q1 2025, an estimated $343.
  • Global Wealth Strategies & Associates first reported a position in Charter Communications in Q4 2022 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Charter Communications position peaked at $1.3K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.