IAG Wealth Partners’s Charter Communications CHTR Stock Holding History

IAG Wealth Partners’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	-6	Closed	-$1.94K	–	512
2024 Q3	$1.94K	Buy	+6	New	+$2.02K	﹤0.01%	447

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

IAG Wealth Partners's CHTR Position: Q4 2024 in Review

IAG Wealth Partners sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 6 shares — an estimated $1.94K sold.

IAG Wealth Partners first reported a position in CHTR in Q3 2024 and held it in 1 quarter. The position peaked at $1.94K in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

IAG Wealth Partners reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 6 Charter Communications shares in Q4 2024, an estimated $1.94K.
IAG Wealth Partners first reported a position in Charter Communications in Q3 2024 and held it in 1 quarter.
IAG Wealth Partners's Charter Communications position peaked at $1.94K in Q3 2024.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.