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Intercontinental Wealth Advisors’s Charter Communications CHTR Stock Holding History

Intercontinental 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
2019
Q4 		– Sell
-16
Closed -$7K – 359
2019
Q3 		$7K Hold
16
– – ﹤0.01% 366
2019
Q2 		$6K Hold
16
– – ﹤0.01% 353
2019
Q1 		$6K Hold
16
– – ﹤0.01% 375
2018
Q4 		$5K Buy
+16
New +$5.02K ﹤0.01% 393

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intercontinental Wealth Advisors's CHTR Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2019, closing a stake of 16 shares — an estimated $7K sold.

Intercontinental Wealth Advisors first reported a position in CHTR in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 859 funds tracked by Wall St. Rank hold CHTR as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Charter Communications position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 16 Charter Communications shares in Q4 2019, an estimated $7K.
  • Intercontinental Wealth Advisors first reported a position in Charter Communications in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Charter Communications position peaked at $7K in Q3 2019.
  • 859 funds tracked by Wall St. Rank held Charter Communications as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.