PFS Investments’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$339K Buy
922
+22
+2% +$7.51K 0.01% 430
2023
Q1
$315K Buy
900
+177
+24% +$66.1K 0.01% 426
2022
Q4
$245K Buy
+723
New +$254K ﹤0.01% 411
2022
Q3
– Sell
-496
Closed -$232K – 423
2022
Q2
$232K Buy
+496
New +$242K ﹤0.01% 395

Other funds holding CHTR

PFS Investments's CHTR Position: Q2 2023 in Review

PFS Investments increased its Charter Communications (CHTR) stake by 2.4% in Q2 2023, buying an estimated $7.51K and bringing the position to 922 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #430.

PFS Investments first reported a position in CHTR in Q2 2022 and has held it in 4 quarters since. 845 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

  • PFS Investments held 922 shares of Charter Communications worth $339K as of Q2 2023.
  • PFS Investments bought 22 Charter Communications shares in Q2 2023, an estimated $7.51K.
  • Charter Communications made up 0.01% of PFS Investments's portfolio in Q2 2023, its #430 holding.
  • PFS Investments first reported a position in Charter Communications in Q2 2022 and has held it in 4 quarters since.
  • 845 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.