MinichMacGregor Wealth Management’s Charter Communications CHTR Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-34	Closed	-$11.5K	–	184
2022 Q4	$11.5K	Buy	+34	New	+$11.9K	﹤0.01%	390
2018 Q4	–	Sell	-52	Closed	-$16K	–	168
2018 Q3	$16K	Hold	52	–	–	0.01%	246
2018 Q2	$15K	Sell	52 -2	-4%	-$575	0.01%	243
2018 Q1	$16K	Hold	54	–	–	0.01%	231
2017 Q4	$18K	Hold	54	–	–	0.01%	215
2017 Q3	$19K	Hold	54	–	–	0.02%	197
2017 Q2	$18K	Hold	54	–	–	0.02%	203
2017 Q1	$17K	Hold	54	–	–	0.02%	203
2016 Q4	$15K	Hold	54	–	–	0.01%	202
2016 Q3	$14K	Hold	54	–	–	0.01%	221
2016 Q2	$12K	Buy	+54	New	+$11.6K	0.01%	229

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

MinichMacGregor Wealth Management's CHTR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 34 shares — an estimated $11.5K sold.

MinichMacGregor Wealth Management first reported a position in CHTR in Q2 2016 and held it in 11 quarters. The position peaked at $19K in Q3 2017. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 34 Charter Communications shares in Q1 2023, an estimated $11.5K.
MinichMacGregor Wealth Management first reported a position in Charter Communications in Q2 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's Charter Communications position peaked at $19K in Q3 2017.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.