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Investmark Advisory Group’s Charter Communications CHTR Stock Holding History

Investmark Advisory 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
Q1 		– Sell
-101
Closed -$65K – 127
2021
Q4 		$65K Buy
+101
New +$68.8K 0.06% 145

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investmark Advisory Group's CHTR Position: Q1 2022 in Review

Investmark Advisory Group sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 101 shares — an estimated $65K sold.

Investmark Advisory Group first reported a position in CHTR in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • Investmark Advisory Group reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 101 Charter Communications shares in Q1 2022, an estimated $65K.
  • Investmark Advisory Group first reported a position in Charter Communications in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Charter Communications position peaked at $65K in Q4 2021.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.