KCM Investment Advisors’s Charter Communications CHTR Stock Holding History

KCM Investment 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
2023 Q2	–	Sell	-641	Closed	-$229K	–	381
2023 Q1	$229K	Buy	+641	New	+$239K	0.01%	382
2022 Q3	–	Sell	-1,747	Closed	-$819K	–	386
2022 Q2	$819K	Sell	1,747 -372	-18%	-$181K	0.04%	221
2022 Q1	$1.16M	Buy	2,119 +79	+4%	+$46.4K	0.04%	205
2021 Q4	$1.33M	Buy	2,040 +1,622	+388%	+$1.1M	0.05%	199
2021 Q3	$304K	Hold	418	–	–	0.01%	329
2021 Q2	$302K	Sell	418 -5	-1%	-$3.37K	0.01%	325
2021 Q1	$261K	Buy	+423	New	+$264K	0.01%	325
2020 Q3	–	Sell	-614	Closed	-$313K	–	322
2020 Q2	$313K	Buy	+614	New	+$311K	0.02%	273

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

KCM Investment Advisors's CHTR Position: Q2 2023 in Review

KCM Investment Advisors sold out of Charter Communications (CHTR) in Q2 2023, closing a stake of 641 shares — an estimated $229K sold.

KCM Investment Advisors first reported a position in CHTR in Q2 2020 and held it in 8 quarters. The position peaked at $1.33M in Q4 2021. 843 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

KCM Investment Advisors reported no remaining Charter Communications position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 641 Charter Communications shares in Q2 2023, an estimated $229K.
KCM Investment Advisors first reported a position in Charter Communications in Q2 2020 and held it in 8 quarters.
KCM Investment Advisors's Charter Communications position peaked at $1.33M in Q4 2021.
843 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.