Householder Group Estate & Retirement Specialist’s Charter Communications CHTR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-71	Closed	-$23K	–	653
2024 Q3	$23K	Hold	71	–	–	0.01%	657
2024 Q2	$21K	Hold	71	–	–	0.01%	668
2024 Q1	$20.6K	Hold	71	–	–	0.01%	671
2023 Q4	$27K	Hold	71	–	–	0.01%	569
2023 Q3	$31.2K	Buy	+71	New	+$29.5K	0.01%	542
2023 Q1	$25K	Hold	71	–	–	0.01%	592
2022 Q4	$24K	Hold	71	–	–	0.04%	156
2022 Q3	$21K	Buy	+71	New	+$30.4K	0.01%	565

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CHTR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 71 shares — an estimated $23K sold.

Householder Group Estate & Retirement Specialist first reported a position in CHTR in Q3 2022 and held it in 8 quarters. The position peaked at $31.2K in Q3 2023. 863 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 71 Charter Communications shares in Q4 2024, an estimated $23K.
Householder Group Estate & Retirement Specialist first reported a position in Charter Communications in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Charter Communications position peaked at $31.2K in Q3 2023.
863 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.