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Principle Wealth Partners’s Charter Communications CHTR Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-12
Closed -$6K – 201
2020
Q2 		$6K Buy
+12
New +$6.09K ﹤0.01% 423

Other funds holding CHTR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principle Wealth Partners's CHTR Position: Q3 2020 in Review

Principle Wealth Partners sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 12 shares — an estimated $6K sold.

Principle Wealth Partners first reported a position in CHTR in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 982 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

  • Principle Wealth Partners reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 12 Charter Communications shares in Q3 2020, an estimated $6K.
  • Principle Wealth Partners first reported a position in Charter Communications in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Charter Communications position peaked at $6K in Q2 2020.
  • 982 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.