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HC Financial Advisors’s Charter Communications CHTR Stock Holding History

HC Financial 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 		$7K Hold
16
– – ﹤0.01% 261
2022
Q1 		$9K Sell
16
-16
-50% -$9.39K 0.01% 243
2021
Q4 		$21K Hold
32
– – 0.01% 197
2021
Q3 		$23K Hold
32
– – 0.01% 182
2021
Q2 		$23K Hold
32
– – 0.01% 177
2021
Q1 		$20K Hold
32
– – 0.01% 191
2020
Q4 		$21K Hold
32
– – 0.01% 190
2020
Q3 		$20K Hold
32
– – 0.01% 183
2020
Q2 		$16K Hold
32
– – 0.01% 189
2020
Q1 		$14K Buy
+32
New +$15.7K 0.01% 201

Other funds holding CHTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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

HC Financial Advisors's CHTR Position: Q2 2022 in Review

HC Financial Advisors held its Charter Communications (CHTR) position steady in Q2 2022 at 16 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

HC Financial Advisors first reported a position in CHTR in Q1 2020 and has held it in 10 quarters since. The position peaked at $23K in Q3 2021. 944 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

  • HC Financial Advisors held 16 shares of Charter Communications worth $7K as of Q2 2022.
  • HC Financial Advisors left its Charter Communications share count unchanged in Q2 2022.
  • Charter Communications made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #261 holding.
  • HC Financial Advisors first reported a position in Charter Communications in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Charter Communications position peaked at $23K in Q3 2021.
  • 944 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.