MYIA
CHTR icon

Mount Yale Investment Advisors’s Charter Communications CHTR Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-211
Closed -$86.3K – 830
2025
Q2 		$86.3K Buy
+211
New +$80.8K 0.01% 689
2021
Q4 		– Sell
-412
Closed -$300K – 465
2021
Q3 		$300K Sell
412
-1,100
-73% -$835K 0.03% 351
2021
Q2 		$1.09M Sell
1,512
-52
-3% -$35K 0.13% 165
2021
Q1 		$965K Buy
1,564
+388
+33% +$242K 0.13% 172
2020
Q4 		$778K Hold
1,176
– – 0.11% 199
2020
Q3 		$734K Sell
1,176
-170
-13% -$100K 0.1% 191
2020
Q2 		$687K Hold
1,346
– – 0.12% 174
2020
Q1 		$587K Sell
1,346
-119
-8% -$58.2K 0.13% 149
2019
Q4 		$758K Sell
1,465
-200
-12% -$92K 0.13% 137
2019
Q3 		$789K Sell
1,665
-335
-17% -$135K 0.14% 129
2019
Q2 		$750K Sell
2,000
-102
-5% -$38.2K 0.14% 129
2019
Q1 		$729K Sell
2,102
-970
-32% -$319K 0.14% 130
2018
Q4 		$1.04M Sell
3,072
-98
-3% -$30.7K 0.21% 111
2018
Q3 		$1.04M Sell
3,170
-31
-1% -$9.46K 0.18% 111
2018
Q2 		$939K Sell
3,201
-44
-1% -$12.6K 0.18% 116
2018
Q1 		$1.01M Buy
+3,245
New +$1.14M 0.22% 102

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's CHTR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 211 shares — an estimated $86.3K sold.

Mount Yale Investment Advisors first reported a position in CHTR in Q1 2018 and held it in 16 quarters. The position peaked at $1.09M in Q2 2021. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 211 Charter Communications shares in Q3 2025, an estimated $86.3K.
  • Mount Yale Investment Advisors first reported a position in Charter Communications in Q1 2018 and held it in 16 quarters.
  • Mount Yale Investment Advisors's Charter Communications position peaked at $1.09M in Q2 2021.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.