Integrated Advisors Network’s Charter Communications CHTR Stock Holding History

Integrated Advisors Network’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 Q4	–	Sell	-2,003	Closed	-$608K	–	635
2022 Q3	$608K	Buy	2,003 +73	+4%	+$31.2K	0.04%	356
2022 Q2	$904K	Buy	1,930 +20	+1%	+$9.75K	0.06%	298
2022 Q1	$1.04M	Buy	1,910 +1,413	+284%	+$830K	0.06%	298
2021 Q4	$324K	Sell	497 -991	-67%	-$675K	0.02%	516
2021 Q3	$1.08M	Buy	1,488 +308	+26%	+$234K	0.07%	238
2021 Q2	$851K	Buy	1,180 +41	+4%	+$27.6K	0.06%	250
2021 Q1	$703K	Buy	+1,139	New	+$712K	0.06%	262
2020 Q3	–	Sell	-3,050	Closed	-$1.55M	–	450
2020 Q2	$1.55M	Buy	+3,050	New	+$1.55M	0.18%	147

Other funds holding CHTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Advisors Network's CHTR Position: Q4 2022 in Review

Integrated Advisors Network sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 2,003 shares — an estimated $608K sold.

Integrated Advisors Network first reported a position in CHTR in Q2 2020 and held it in 8 quarters. The position peaked at $1.55M in Q2 2020. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Integrated Advisors Network reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 2,003 Charter Communications shares in Q4 2022, an estimated $608K.
Integrated Advisors Network first reported a position in Charter Communications in Q2 2020 and held it in 8 quarters.
Integrated Advisors Network's Charter Communications position peaked at $1.55M in Q2 2020.
886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.