Planned Solutions’s Charter Communications CHTR Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-3	Closed	-$972	–	198
2024 Q3	$972	Buy	+3	New	+$1.01K	﹤0.01%	590

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

Norges Bank Oslo, Norway $935B AUM

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

Planned Solutions's CHTR Position: Q4 2024 in Review

Planned Solutions sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 3 shares — an estimated $972 sold.

Planned Solutions first reported a position in CHTR in Q3 2024 and held it in 1 quarter. The position peaked at $972 in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

Planned Solutions reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3 Charter Communications shares in Q4 2024, an estimated $972.
Planned Solutions first reported a position in Charter Communications in Q3 2024 and held it in 1 quarter.
Planned Solutions's Charter Communications position peaked at $972 in Q3 2024.
862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.