PSI Advisors’s Charter Communications CHTR Stock Holding History

PSI 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
2025 Q2	–	Sell	-3	Closed	-$1.11K	–	196
2025 Q1	$1.11K	Hold	3	–	–	﹤0.01%	637
2024 Q4	$1.03K	Hold	3	–	–	﹤0.01%	776
2024 Q3	$972	Sell	3 -88	-97%	-$29.6K	﹤0.01%	783
2024 Q2	$27.2K	Sell	91 -25	-22%	-$6.82K	0.01%	348
2024 Q1	$33.7K	Hold	116	–	–	0.01%	316
2023 Q4	$45.1K	Buy	116 +3	+3%	+$1.22K	0.02%	271
2023 Q3	$49.7K	Sell	113 -3	-3%	-$1.25K	0.02%	248
2023 Q2	$42.6K	Buy	116 +91	+364%	+$31.1K	0.02%	262
2023 Q1	$8.94K	Hold	25	–	–	﹤0.01%	450
2022 Q4	$8.48K	Hold	25	–	–	﹤0.01%	454
2022 Q3	$8K	Hold	25	–	–	﹤0.01%	454
2022 Q2	$12K	Hold	25	–	–	0.01%	422
2022 Q1	$14K	Hold	25	–	–	0.01%	417
2021 Q4	$16K	Hold	25	–	–	0.01%	435
2021 Q3	$18K	Buy	+25	New	+$19K	0.01%	398
2020 Q1	–	Sell	-32	Closed	-$15K	–	180
2019 Q4	$15K	Buy	+32	New	+$14.7K	0.01%	412

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

PSI Advisors's CHTR Position: Q2 2025 in Review

PSI Advisors sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 3 shares — an estimated $1.11K sold.

PSI Advisors first reported a position in CHTR in Q4 2019 and held it in 16 quarters. The position peaked at $49.7K in Q3 2023. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

PSI Advisors reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 3 Charter Communications shares in Q2 2025, an estimated $1.11K.
PSI Advisors first reported a position in Charter Communications in Q4 2019 and held it in 16 quarters.
PSI Advisors's Charter Communications position peaked at $49.7K in Q3 2023.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.