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Kathleen S. Wright Associates’s Charter Communications CHTR Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-2
Closed -$581 – 228
2024
Q1 		$581 Buy
+2
New +$643 ﹤0.01% 224

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State Street
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Kathleen S. Wright Associates's CHTR Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Charter Communications (CHTR) in Q2 2024, closing a stake of 2 shares — an estimated $581 sold.

Kathleen S. Wright Associates first reported a position in CHTR in Q1 2024 and held it in 1 quarter. The position peaked at $581 in Q1 2024. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Charter Communications position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 2 Charter Communications shares in Q2 2024, an estimated $581.
  • Kathleen S. Wright Associates first reported a position in Charter Communications in Q1 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Charter Communications position peaked at $581 in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.