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Hudson Valley Investment Advisors’s Charter Communications CHTR Stock Holding History

Hudson Valley Investment 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
2023
Q1 		– Sell
-5,852
Closed -$1.98M – 213
2022
Q4 		$1.98M Buy
+5,852
New +$2.06M 0.3% 88

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Hudson Valley Investment Advisors's CHTR Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 5,852 shares — an estimated $1.98M sold.

Hudson Valley Investment Advisors first reported a position in CHTR in Q4 2022 and held it in 1 quarter. The position peaked at $1.98M in Q4 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

  • Hudson Valley Investment Advisors reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 5,852 Charter Communications shares in Q1 2023, an estimated $1.98M.
  • Hudson Valley Investment Advisors first reported a position in Charter Communications in Q4 2022 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's Charter Communications position peaked at $1.98M in Q4 2022.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.