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Independent Financial Group’s Charter Communications CHTR Stock Holding History

Independent Financial Group’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
2022
Q3 		– Sell
-637
Closed -$298K – 750
2022
Q2 		$298K Buy
+637
New +$311K 0.03% 507
2020
Q4 		– Sell
-339
Closed -$212K – 573
2020
Q3 		$212K Buy
+339
New +$200K 0.04% 442

Other funds holding CHTR

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Independent Financial Group's CHTR Position: Q3 2022 in Review

Independent Financial Group sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 637 shares — an estimated $298K sold.

Independent Financial Group first reported a position in CHTR in Q3 2020 and held it in 2 quarters. The position peaked at $298K in Q2 2022. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

  • Independent Financial Group reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
  • Independent Financial Group sold 637 Charter Communications shares in Q3 2022, an estimated $298K.
  • Independent Financial Group first reported a position in Charter Communications in Q3 2020 and held it in 2 quarters.
  • Independent Financial Group's Charter Communications position peaked at $298K in Q2 2022.
  • 837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.