Pacific Capital Wealth Advisors’s Charter Communications CHTR Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-21	Closed	-$7.2K	–	136
2024 Q4	$7.2K	Hold	21	–	–	﹤0.01%	294
2024 Q3	$6.81K	Hold	21	–	–	﹤0.01%	330
2024 Q2	$6.28K	Hold	21	–	–	﹤0.01%	361
2024 Q1	$6.1K	Hold	21	–	–	﹤0.01%	283
2023 Q4	$8.16K	Buy	+21	New	+$8.56K	﹤0.01%	231
2020 Q4	–	Sell	-42	Closed	-$26K	–	89
2020 Q3	$26K	Buy	+42	New	+$24.8K	0.02%	133

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's CHTR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 21 shares — an estimated $7.2K sold.

Pacific Capital Wealth Advisors first reported a position in CHTR in Q3 2020 and held it in 6 quarters. The position peaked at $26K in Q3 2020. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 21 Charter Communications shares in Q1 2025, an estimated $7.2K.
Pacific Capital Wealth Advisors first reported a position in Charter Communications in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Charter Communications position peaked at $26K in Q3 2020.
875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.