Janiczek Wealth Management’s Charter Communications CHTR Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$24.2K	Hold	81	–	–	0.01%	525
2024 Q1	$23.5K	Hold	81	–	–	0.01%	540
2023 Q4	$31.5K	Buy	81 +14	+21%	+$5.71K	0.01%	477
2023 Q3	$29.5K	Buy	67 +42	+168%	+$17.5K	0.01%	461
2023 Q2	$9.19K	Hold	25	–	–	﹤0.01%	581
2023 Q1	$8.54K	Hold	25	–	–	﹤0.01%	594
2022 Q4	$9.64K	Buy	25 +24	+2,400%	+$8.43K	﹤0.01%	567
2022 Q3	$0	Hold	1	–	–	﹤0.01%	934
2022 Q2	$0	Hold	1	–	–	﹤0.01%	957
2022 Q1	$1K	Sell	1 -3	-75%	-$1.76K	﹤0.01%	839
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	773
2021 Q3	$3K	Buy	4 +1	+33%	+$759	﹤0.01%	755
2021 Q2	$2K	Sell	3 -1	-25%	-$673	﹤0.01%	748
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	726
2020 Q4	$3K	Sell	4 -1	-20%	-$637	﹤0.01%	645
2020 Q3	$3K	Buy	+5	New	+$2.95K	﹤0.01%	428

Other funds holding CHTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janiczek Wealth Management's CHTR Position: Q2 2024 in Review

Janiczek Wealth Management held its Charter Communications (CHTR) position steady in Q2 2024 at 81 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #525.

Janiczek Wealth Management first reported a position in CHTR in Q3 2020 and has held it in 16 quarters since. The position peaked at $31.5K in Q4 2023. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2024.

Janiczek Wealth Management held 81 shares of Charter Communications worth $24.2K as of Q2 2024.
Janiczek Wealth Management left its Charter Communications share count unchanged in Q2 2024.
Charter Communications made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #525 holding.
Janiczek Wealth Management first reported a position in Charter Communications in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Charter Communications position peaked at $31.5K in Q4 2023.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.