JA
CHTR icon

JOYN Advisors’s Charter Communications CHTR Stock Holding History

JOYN 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
2020
Q1 		– Sell
-462
Closed -$224K – 119
2019
Q4 		$224K Buy
+462
New +$213K 0.05% 108
2019
Q1 		– Sell
-391
Closed -$111K – 342
2018
Q4 		$111K Buy
391
+121
+45% +$38K 0.03% 175
2018
Q3 		$88K Buy
270
+20
+8% +$6.11K 0.02% 244
2018
Q2 		$73K Buy
250
+238
+1,983% +$68.4K 0.02% 300
2018
Q1 		$4K Buy
+12
New +$4.22K ﹤0.01% 895

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

JOYN Advisors's CHTR Position: Q1 2020 in Review

JOYN Advisors sold out of Charter Communications (CHTR) in Q1 2020, closing a stake of 462 shares — an estimated $224K sold.

JOYN Advisors first reported a position in CHTR in Q1 2018 and held it in 5 quarters. The position peaked at $224K in Q4 2019. 908 funds tracked by Wall St. Rank hold CHTR as of Q1 2020.

  • JOYN Advisors reported no remaining Charter Communications position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 462 Charter Communications shares in Q1 2020, an estimated $224K.
  • JOYN Advisors first reported a position in Charter Communications in Q1 2018 and held it in 5 quarters.
  • JOYN Advisors's Charter Communications position peaked at $224K in Q4 2019.
  • 908 funds tracked by Wall St. Rank held Charter Communications as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.