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New Age Alpha Advisors’s Charter Communications CHTR Stock Holding History

New Age Alpha 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
Q1 		– Sell
-1,729
Closed -$593K – 928
2024
Q4 		$593K Buy
+1,729
New +$625K 0.02% 503

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Age Alpha Advisors's CHTR Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 1,729 shares — an estimated $593K sold.

New Age Alpha Advisors first reported a position in CHTR in Q4 2024 and held it in 1 quarter. The position peaked at $593K in Q4 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • New Age Alpha Advisors reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,729 Charter Communications shares in Q1 2025, an estimated $593K.
  • New Age Alpha Advisors first reported a position in Charter Communications in Q4 2024 and held it in 1 quarter.
  • New Age Alpha Advisors's Charter Communications position peaked at $593K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.