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JFA
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
VAM
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$5.9B AUM
3.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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