Money Concepts Capital’s Charter Communications CHTR Stock Holding History

Money Concepts Capital’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	-206	Closed	-$69.9K	–	879
2022 Q4	$69.9K	Buy	206 +22	+12%	+$7.73K	﹤0.01%	1119
2022 Q3	$56K	Buy	184 +9	+5%	+$3.85K	﹤0.01%	694
2022 Q2	$84K	Sell	175 -13	-7%	-$6.34K	0.01%	603
2022 Q1	$103K	Buy	+188	New	+$110K	0.01%	977

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

Money Concepts Capital's CHTR Position: Q1 2023 in Review

Money Concepts Capital sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 206 shares — an estimated $69.9K sold.

Money Concepts Capital first reported a position in CHTR in Q1 2022 and held it in 4 quarters. The position peaked at $103K in Q1 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

Money Concepts Capital reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 206 Charter Communications shares in Q1 2023, an estimated $69.9K.
Money Concepts Capital first reported a position in Charter Communications in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Charter Communications position peaked at $103K in Q1 2022.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.