Lenox Wealth Advisors’s Charter Communications CHTR Stock Holding History

Lenox Wealth 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 Q1	$854K	Sell	1,531 -5	-0.3%	-$2.94K	0.11%	52
2021 Q4	$1M	Buy	1,536 +7	+0.5%	+$4.77K	0.12%	46
2021 Q3	$1.11M	Hold	1,529	–	–	0.14%	44
2021 Q2	$1.1M	Sell	1,529 -772	-34%	-$520K	0.14%	44
2021 Q1	$1.42M	Buy	2,301 +2,296	+45,920%	+$1.43M	0.19%	29
2020 Q4	$3K	Buy	+5	New	+$3.18K	﹤0.01%	552
2020 Q1	–	Sell	-2	Closed	-$1K	–	785
2019 Q4	$1K	Buy	+2	New	+$920	﹤0.01%	660

Other funds holding CHTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

VAM

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

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

Lenox Wealth Advisors's CHTR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Charter Communications (CHTR) stake by 0.33% in Q1 2022, selling an estimated $2.94K and leaving 1,531 shares worth $854K. The position accounts for 0.11% of the portfolio, ranked #52.

Lenox Wealth Advisors first reported a position in CHTR in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Lenox Wealth Advisors held 1,531 shares of Charter Communications worth $854K as of Q1 2022.
Lenox Wealth Advisors sold 5 Charter Communications shares in Q1 2022, an estimated $2.94K.
Charter Communications made up 0.11% of Lenox Wealth Advisors's portfolio in Q1 2022, its #52 holding.
Lenox Wealth Advisors first reported a position in Charter Communications in Q4 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Charter Communications position peaked at $1.42M in Q1 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.