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Liberty Wealth Management’s Charter Communications CHTR Stock Holding History

Liberty Wealth Management’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
-7
Closed -$5K – 318
2021
Q3 		$5K Hold
7
– – ﹤0.01% 942
2021
Q2 		$5K Sell
7
-1
-13% -$673 ﹤0.01% 778
2021
Q1 		$4K Hold
8
– – ﹤0.01% 724
2020
Q4 		$4K Buy
8
+1
+14% +$637 ﹤0.01% 720
2020
Q3 		$4K Hold
7
– – ﹤0.01% 648
2020
Q2 		$4K Sell
7
-74
-91% -$37.5K ﹤0.01% 637
2020
Q1 		$35K Sell
81
-3
-4% -$1.47K 0.03% 255
2019
Q4 		$40K Buy
84
+77
+1,100% +$35.4K 0.03% 288
2019
Q3 		$3K Sell
7
-3
-30% -$1.21K ﹤0.01% 698
2019
Q2 		$4K Buy
10
+7
+233% +$2.62K ﹤0.01% 687
2019
Q1 		$1K Sell
3
-40
-93% -$13.2K ﹤0.01% 661
2018
Q4 		$12K Buy
+43
New +$13.5K 0.01% 395

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

Liberty Wealth Management's CHTR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 7 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in CHTR in Q4 2018 and held it in 12 quarters. The position peaked at $40K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 7 Charter Communications shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Charter Communications in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Charter Communications position peaked at $40K in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.