Lugano Financial Advisors SA (LFA)’s Charter Communications CHTR Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-664	Closed	-$439K	–	100
2020 Q4	$439K	Hold	664	–	–	0.34%	41
2020 Q3	$409K	Hold	664	–	–	0.38%	43
2020 Q2	$346K	Sell	664 -660	-50%	-$335K	0.37%	42
2020 Q1	$685K	Hold	1,324	–	–	0.62%	34
2019 Q4	$642K	Buy	+1,324	New	+$609K	0.47%	35
2019 Q2	$523K	Hold	1,324	–	–	0.32%	37
2019 Q1	$459K	Hold	1,324	–	–	0.28%	38
2018 Q4	$431K	Hold	1,324	–	–	0.3%	50
2018 Q3	$431K	Buy	1,324 +222	+20%	+$67.8K	0.3%	50
2018 Q2	$321K	Buy	+1,102	New	+$317K	0.31%	49

Other funds holding CHTR

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CHTR Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Charter Communications (CHTR) in Q1 2021, closing a stake of 664 shares — an estimated $439K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CHTR in Q2 2018 and held it in 10 quarters. The position peaked at $685K in Q1 2020. 1,000 funds tracked by Wall St. Rank hold CHTR as of Q1 2021.

Lugano Financial Advisors SA (LFA) reported no remaining Charter Communications position as of Q1 2021 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 664 Charter Communications shares in Q1 2021, an estimated $439K.
Lugano Financial Advisors SA (LFA) first reported a position in Charter Communications in Q2 2018 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s Charter Communications position peaked at $685K in Q1 2020.
1,000 funds tracked by Wall St. Rank held Charter Communications as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.