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Level Financial Advisors’s Charter Communications CHTR Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-12
Closed -$4.66K – 106
2023
Q4 		$4.66K Hold
12
– – ﹤0.01% 217
2023
Q3 		$5.28K Hold
12
– – ﹤0.01% 213
2023
Q2 		$4.41K Buy
+12
New +$4.09K ﹤0.01% 224

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Level Financial Advisors's CHTR Position: Q1 2024 in Review

Level Financial Advisors sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 12 shares — an estimated $4.66K sold.

Level Financial Advisors first reported a position in CHTR in Q2 2023 and held it in 3 quarters. The position peaked at $5.28K in Q3 2023. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

  • Level Financial Advisors reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 12 Charter Communications shares in Q1 2024, an estimated $4.66K.
  • Level Financial Advisors first reported a position in Charter Communications in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's Charter Communications position peaked at $5.28K in Q3 2023.
  • 824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.