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Long Island Wealth Management’s Charter Communications CHTR Stock Holding History

Long Island 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
2024
Q1 		– Sell
-17
Closed -$7K – 129
2023
Q4 		$7K Buy
+17
New +$6.93K 0.01% 237

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Vanguard Group
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BlackRock
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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

Long Island Wealth Management's CHTR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 17 shares — an estimated $7K sold.

Long Island Wealth Management first reported a position in CHTR in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 17 Charter Communications shares in Q1 2024, an estimated $7K.
  • Long Island Wealth Management first reported a position in Charter Communications in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Charter Communications position peaked at $7K in Q4 2023.
  • 824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.