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Personal Capital Advisors’s Charter Communications CHTR Stock Holding History

Personal Capital 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
2022
Q2 		– Sell
-408
Closed -$223K – 450
2022
Q1 		$223K Sell
408
-81
-17% -$47.6K ﹤0.01% 458
2021
Q4 		$319K Buy
489
+90
+23% +$61.3K ﹤0.01% 426
2021
Q3 		$290K Buy
399
+2
+0.5% +$1.52K ﹤0.01% 412
2021
Q2 		$286K Buy
397
+1
+0.3% +$673 ﹤0.01% 400
2021
Q1 		$244K Buy
+396
New +$247K ﹤0.01% 430

Other funds holding CHTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Personal Capital Advisors's CHTR Position: Q2 2022 in Review

Personal Capital Advisors sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 408 shares — an estimated $223K sold.

Personal Capital Advisors first reported a position in CHTR in Q1 2021 and held it in 5 quarters. The position peaked at $319K in Q4 2021. 943 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

  • Personal Capital Advisors reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 408 Charter Communications shares in Q2 2022, an estimated $223K.
  • Personal Capital Advisors first reported a position in Charter Communications in Q1 2021 and held it in 5 quarters.
  • Personal Capital Advisors's Charter Communications position peaked at $319K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.