IWP
CHTR icon

Icon Wealth Partners’s Charter Communications CHTR Stock Holding History

Icon 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
2019
Q2 		– Sell
-14
Closed -$5K – 269
2019
Q1 		$5K Buy
+14
New +$4.61K ﹤0.01% 748
2018
Q3 		– Sell
-22
Closed -$6K – 355
2018
Q2 		$6K Buy
+22
New +$6.32K ﹤0.01% 739
2018
Q1 		– Sell
-449
Closed -$151K – 343
2017
Q4 		$151K Buy
+449
New +$153K 0.07% 209

Other funds holding CHTR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Icon Wealth Partners's CHTR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Charter Communications (CHTR) in Q2 2019, closing a stake of 14 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in CHTR in Q4 2017 and held it in 3 quarters. The position peaked at $151K in Q4 2017. 777 funds tracked by Wall St. Rank hold CHTR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Charter Communications position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 14 Charter Communications shares in Q2 2019, an estimated $5K.
  • Icon Wealth Partners first reported a position in Charter Communications in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Charter Communications position peaked at $151K in Q4 2017.
  • 777 funds tracked by Wall St. Rank held Charter Communications as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.