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Milestone Investment Advisors’s Charter Communications CHTR Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-285
Closed -$125K – 183
2023
Q3 		$125K Buy
+285
New +$119K 0.04% 132
2023
Q2 		– Sell
-285
Closed -$102K – 178
2023
Q1 		$102K Buy
+285
New +$106K 0.03% 143

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Milestone Investment Advisors's CHTR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Charter Communications (CHTR) in Q4 2023, closing a stake of 285 shares — an estimated $125K sold.

Milestone Investment Advisors first reported a position in CHTR in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q3 2023. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Charter Communications position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 285 Charter Communications shares in Q4 2023, an estimated $125K.
  • Milestone Investment Advisors first reported a position in Charter Communications in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Charter Communications position peaked at $125K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.