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Insight Wealth Strategies’s Charter Communications CHTR Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-1,522
Closed -$544K – 138
2023
Q1 		$544K Buy
1,522
+21
+1% +$7.84K 0.11% 106
2022
Q4 		$509K Buy
1,501
+80
+6% +$28.1K 0.1% 105
2022
Q3 		$666K Hold
1,421
– – 0.12% 108
2022
Q2 		$666K Sell
1,421
-11
-0.8% -$5.36K 0.12% 108
2022
Q1 		$781K Buy
1,432
+76
+6% +$44.6K 0.12% 113
2021
Q4 		$884K Buy
1,356
+75
+6% +$51.1K 0.13% 106
2021
Q3 		$932K Buy
1,281
+21
+2% +$15.9K 0.13% 106
2021
Q2 		$909K Sell
1,260
-190
-13% -$128K 0.13% 110
2021
Q1 		$895K Buy
1,450
+255
+21% +$159K 0.12% 112
2020
Q4 		$791K Buy
1,195
+54
+5% +$34.4K 0.13% 91
2020
Q3 		$712K Buy
1,141
+388
+52% +$229K 0.13% 75
2020
Q2 		$384K Buy
753
+138
+22% +$70K 0.09% 106
2020
Q1 		$268K Sell
615
-1,082
-64% -$529K 0.07% 122
2019
Q4 		$823K Buy
+1,697
New +$781K 0.17% 92

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $5.56B AUM 3.46% 1-Year Est. Return

Insight Wealth Strategies's CHTR Position: Q2 2023 in Review

Insight Wealth Strategies sold out of Charter Communications (CHTR) in Q2 2023, closing a stake of 1,522 shares — an estimated $544K sold.

Insight Wealth Strategies first reported a position in CHTR in Q4 2019 and held it in 14 quarters. The position peaked at $932K in Q3 2021. 845 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

  • Insight Wealth Strategies reported no remaining Charter Communications position as of Q2 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,522 Charter Communications shares in Q2 2023, an estimated $544K.
  • Insight Wealth Strategies first reported a position in Charter Communications in Q4 2019 and held it in 14 quarters.
  • Insight Wealth Strategies's Charter Communications position peaked at $932K in Q3 2021.
  • 845 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on Insight Wealth Strategies's 13F filing for Q2 2023, filed 14 Jul 2023.