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MPS Loria Financial Planners’s Charter Communications CHTR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-16
Closed -$9K – 184
2021
Q1 		$9K Hold
16
– – ﹤0.01% 300
2020
Q4 		$10K Buy
16
+15
+1,500% +$9.55K ﹤0.01% 292
2020
Q3 		$1K Hold
1
– – ﹤0.01% 304
2020
Q2 		$1K Buy
+1
New +$507 ﹤0.01% 311
2017
Q3 		– Sell
-1
Closed – – 126
2017
Q2 		$0 Buy
+1
New +$334 ﹤0.01% 390

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

MPS Loria Financial Planners's CHTR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 16 shares — an estimated $9K sold.

MPS Loria Financial Planners first reported a position in CHTR in Q2 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 991 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 Charter Communications shares in Q2 2021, an estimated $9K.
  • MPS Loria Financial Planners first reported a position in Charter Communications in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Charter Communications position peaked at $10K in Q4 2020.
  • 991 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.