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National Wealth Management Group’s Charter Communications CHTR Stock Holding History

National Wealth Management Group’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
2024
Q4 		– Sell
-1,939
Closed -$628K – 154
2024
Q3 		$628K Buy
+1,939
New +$652K 0.43% 52
2023
Q3 		– Sell
-1,367
Closed -$574K – 131
2023
Q2 		$574K Buy
+1,367
New +$466K 0.6% 49

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's CHTR Position: Q4 2024 in Review

National Wealth Management Group sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 1,939 shares — an estimated $628K sold.

National Wealth Management Group first reported a position in CHTR in Q2 2023 and held it in 2 quarters. The position peaked at $628K in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • National Wealth Management Group reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 1,939 Charter Communications shares in Q4 2024, an estimated $628K.
  • National Wealth Management Group first reported a position in Charter Communications in Q2 2023 and held it in 2 quarters.
  • National Wealth Management Group's Charter Communications position peaked at $628K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.