JNBA Financial Advisors’s Charter Communications CHTR Stock Holding History

JNBA Financial 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
2022 Q3	–	Sell	-14	Closed	-$7K	–	693
2022 Q2	$7K	Hold	14	–	–	﹤0.01%	524
2022 Q1	$8K	Hold	14	–	–	﹤0.01%	509
2021 Q4	$9K	Buy	+14	New	+$9.53K	﹤0.01%	535
2019 Q3	–	Sell	-3	Closed	-$1K	–	603
2019 Q2	$1K	Buy	+3	New	+$1.12K	﹤0.01%	633
2016 Q4	–	Sell	-518	Closed	-$140K	–	636
2016 Q3	$140K	Buy	+518	New	+$131K	0.02%	287
2016 Q2	–	Sell	-20	Closed	-$4K	–	516
2016 Q1	$4K	Hold	20	–	–	﹤0.01%	431
2015 Q4	$4K	Hold	20	–	–	﹤0.01%	424
2015 Q3	$4K	Hold	20	–	–	﹤0.01%	425
2015 Q2	$3K	Hold	20	–	–	﹤0.01%	446
2015 Q1	$4K	Hold	20	–	–	﹤0.01%	438
2014 Q4	$3K	Hold	20	–	–	﹤0.01%	458
2014 Q3	$3K	Hold	20	–	–	﹤0.01%	482
2014 Q2	$3K	Buy	+20	New	+$2.76K	﹤0.01%	434

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

JNBA Financial Advisors's CHTR Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 14 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in CHTR in Q2 2014 and held it in 13 quarters. The position peaked at $140K in Q3 2016. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

JNBA Financial Advisors reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 14 Charter Communications shares in Q3 2022, an estimated $7K.
JNBA Financial Advisors first reported a position in Charter Communications in Q2 2014 and held it in 13 quarters.
JNBA Financial Advisors's Charter Communications position peaked at $140K in Q3 2016.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.