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Planning Capital Management Corporation’s Charter Communications CHTR Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-3
Closed -$897 – 808
2024
Q2 		$897 Hold
3
– – ﹤0.01% 593
2024
Q1 		$872 Hold
3
– – ﹤0.01% 617
2023
Q4 		$1.17K Buy
+3
New +$1.22K ﹤0.01% 593

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State Street
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Harris Associates
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Franklin Resources
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
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Berkshire Hathaway
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Planning Capital Management Corporation's CHTR Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 3 shares — an estimated $897 sold.

Planning Capital Management Corporation first reported a position in CHTR in Q4 2023 and held it in 3 quarters. The position peaked at $1.17K in Q4 2023. 835 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 3 Charter Communications shares in Q3 2024, an estimated $897.
  • Planning Capital Management Corporation first reported a position in Charter Communications in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Charter Communications position peaked at $1.17K in Q4 2023.
  • 835 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.