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
2019 Q3	–	Sell	-2,000	Closed	-$3K	–	308
2019 Q2	$3K	Hold	2,000	–	–	﹤0.01%	311
2019 Q1	$26K	Buy	+2,000	New	+$659K	﹤0.01%	299
2018 Q3	–	Sell	-3,200	Closed	-$26K	–	946
2018 Q2	$26K	Hold	3,200	–	–	﹤0.01%	744
2018 Q1	$30K	Buy	+3,200	New	+$1.13M	0.01%	708

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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. 805 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.
805 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.