Meridian Wealth Management’s Charter Communications CHTR Stock Holding History

Meridian 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
2022 Q3	–	Sell	-7,832	Closed	-$3.67M	–	505
2022 Q2	$3.67M	Buy	+7,832	New	+$3.82M	0.3%	83
2021 Q2	–	Sell	-403	Closed	-$249K	–	381
2021 Q1	$249K	Hold	403	–	–	0.04%	307
2020 Q4	$266K	Hold	403	–	–	0.04%	270
2020 Q3	$251K	Buy	+403	New	+$238K	0.06%	210
2019 Q3	–	Sell	-400	Closed	-$1.58K	–	240
2019 Q2	$1.58K	Sell	400 -1,120	-74%	-$420K	0.06%	236
2019 Q1	$527K	Buy	1,520 +386	+34%	+$127K	0.24%	79
2018 Q4	$323K	Buy	+1,134	New	+$356K	0.19%	105

Other funds holding CHTR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

VAM

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

Meridian Wealth Management's CHTR Position: Q3 2022 in Review

Meridian Wealth Management sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 7,832 shares — an estimated $3.67M sold.

Meridian Wealth Management first reported a position in CHTR in Q4 2018 and held it in 7 quarters. The position peaked at $3.67M in Q2 2022. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

Meridian Wealth Management reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 7,832 Charter Communications shares in Q3 2022, an estimated $3.67M.
Meridian Wealth Management first reported a position in Charter Communications in Q4 2018 and held it in 7 quarters.
Meridian Wealth Management's Charter Communications position peaked at $3.67M in Q2 2022.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.