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Kovack Advisors’s Charter Communications CHTR Stock Holding History

Kovack 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
2021
Q4 		– Sell
-316
Closed -$230K – 716
2021
Q3 		$230K Buy
+316
New +$240K 0.03% 615

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kovack Advisors's CHTR Position: Q4 2021 in Review

Kovack Advisors sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 316 shares — an estimated $230K sold.

Kovack Advisors first reported a position in CHTR in Q3 2021 and held it in 1 quarter. The position peaked at $230K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Kovack Advisors reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Kovack Advisors sold 316 Charter Communications shares in Q4 2021, an estimated $230K.
  • Kovack Advisors first reported a position in Charter Communications in Q3 2021 and held it in 1 quarter.
  • Kovack Advisors's Charter Communications position peaked at $230K in Q3 2021.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.