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Professional Financial Advisors’s Charter Communications CHTR Stock Holding History

Professional Financial Advisors’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
2022
Q1 		– Sell
-440
Closed -$287K – 476
2021
Q4 		$287K Buy
440
+30
+7% +$20.4K 0.12% 86
2021
Q3 		$298K Buy
+410
New +$311K 0.17% 71
2020
Q3 		– Sell
-428
Closed -$218K – 337
2020
Q2 		$218K Buy
+428
New +$217K 0.29% 65

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Professional Financial Advisors's CHTR Position: Q1 2022 in Review

Professional Financial Advisors sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 440 shares — an estimated $287K sold.

Professional Financial Advisors first reported a position in CHTR in Q2 2020 and held it in 3 quarters. The position peaked at $298K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • Professional Financial Advisors reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 440 Charter Communications shares in Q1 2022, an estimated $287K.
  • Professional Financial Advisors first reported a position in Charter Communications in Q2 2020 and held it in 3 quarters.
  • Professional Financial Advisors's Charter Communications position peaked at $298K in Q3 2021.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.