IBEX Wealth Advisors’s Charter Communications CHTR Stock Holding History

IBEX Wealth 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
2021 Q4	–	Sell	-2,663	Closed	-$1.94M	–	227
2021 Q3	$1.94M	Buy	2,663 +2,052	+336%	+$1.56M	0.37%	90
2021 Q2	$441K	Buy	+611	New	+$411K	0.09%	125
2019 Q3	–	Sell	-126	Closed	-$49K	–	129
2019 Q2	$49K	Buy	+126	New	+$47.2K	0.01%	227
2017 Q4	–	Sell	-5,141	Closed	-$1.88M	–	93
2017 Q3	$1.88M	Buy	5,141 +57	+1%	+$21.2K	0.7%	59
2017 Q2	$1.71M	Buy	5,084 +1,251	+33%	+$417K	0.67%	61
2017 Q1	$1.27M	Buy	3,833 +71	+2%	+$22.6K	0.79%	48
2016 Q4	$1.16M	Buy	3,762 +278	+8%	+$74.9K	0.56%	62
2016 Q3	$941K	Buy	+3,484	New	+$880K	0.52%	63

Other funds holding CHTR

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IBEX Wealth Advisors's CHTR Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 2,663 shares — an estimated $1.94M sold.

IBEX Wealth Advisors first reported a position in CHTR in Q3 2016 and held it in 8 quarters. The position peaked at $1.94M in Q3 2021. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

IBEX Wealth Advisors reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2,663 Charter Communications shares in Q4 2021, an estimated $1.94M.
IBEX Wealth Advisors first reported a position in Charter Communications in Q3 2016 and held it in 8 quarters.
IBEX Wealth Advisors's Charter Communications position peaked at $1.94M in Q3 2021.
1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.