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Paces Ferry Wealth Advisors’s Charter Communications CHTR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-212
Closed -$132K – 301
2020
Q3 		$132K Buy
+212
New +$125K 0.11% 132

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State Street
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Berkshire Hathaway
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
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VAM
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Paces Ferry Wealth Advisors's CHTR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Charter Communications (CHTR) in Q4 2020, closing a stake of 212 shares — an estimated $132K sold.

Paces Ferry Wealth Advisors first reported a position in CHTR in Q3 2020 and held it in 1 quarter. The position peaked at $132K in Q3 2020. 1,035 funds tracked by Wall St. Rank hold CHTR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Charter Communications position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 212 Charter Communications shares in Q4 2020, an estimated $132K.
  • Paces Ferry Wealth Advisors first reported a position in Charter Communications in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Charter Communications position peaked at $132K in Q3 2020.
  • 1,035 funds tracked by Wall St. Rank held Charter Communications as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.