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Northwest Financial Advisors’s Charter Communications CHTR Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-40
Closed -$13K – 182
2024
Q3 		$13K Buy
+40
New +$13.5K 0.01% 371
2024
Q1 		– Sell
-40
Closed -$15.6K – 158
2023
Q4 		$15.6K Buy
+40
New +$16.3K 0.01% 333

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

Northwest Financial Advisors's CHTR Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 40 shares — an estimated $13K sold.

Northwest Financial Advisors first reported a position in CHTR in Q4 2023 and held it in 2 quarters. The position peaked at $15.6K in Q4 2023. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 40 Charter Communications shares in Q4 2024, an estimated $13K.
  • Northwest Financial Advisors first reported a position in Charter Communications in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Charter Communications position peaked at $15.6K in Q4 2023.
  • 862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.