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Parsonex Advisory Services’s Charter Communications CHTR Stock Holding History

Parsonex Advisory Services’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
Q3 		– Sell
-541
Closed -$221K – 102
2025
Q2 		$221K Buy
+541
New +$207K 0.18% 94

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parsonex Advisory Services's CHTR Position: Q3 2025 in Review

Parsonex Advisory Services sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 541 shares — an estimated $221K sold.

Parsonex Advisory Services first reported a position in CHTR in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Parsonex Advisory Services reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Parsonex Advisory Services sold 541 Charter Communications shares in Q3 2025, an estimated $221K.
  • Parsonex Advisory Services first reported a position in Charter Communications in Q2 2025 and held it in 1 quarter.
  • Parsonex Advisory Services's Charter Communications position peaked at $221K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Parsonex Advisory Services's 13F filing for Q3 2025, filed 12 Feb 2026.