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Pinnacle Wealth Management Advisory Group’s Charter Communications CHTR Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2023
Q4 		– Sell
-457
Closed -$201K – 342
2023
Q3 		$201K Buy
+457
New +$190K 0.03% 300

Other funds holding CHTR

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's CHTR Position: Q4 2023 in Review

Pinnacle Wealth Management Advisory Group sold out of Charter Communications (CHTR) in Q4 2023, closing a stake of 457 shares — an estimated $201K sold.

Pinnacle Wealth Management Advisory Group first reported a position in CHTR in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

  • Pinnacle Wealth Management Advisory Group reported no remaining Charter Communications position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 457 Charter Communications shares in Q4 2023, an estimated $201K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Charter Communications in Q3 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Charter Communications position peaked at $201K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.