RWM
CHTR icon

Reston Wealth Management’s Charter Communications CHTR Stock Holding History

Reston Wealth Management’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
-80
Closed -$25.9K – 129
2024
Q3 		$25.9K Buy
+80
New +$26.9K 0.01% 177

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reston Wealth Management's CHTR Position: Q4 2024 in Review

Reston Wealth Management sold out of Charter Communications (CHTR) in Q4 2024, closing a stake of 80 shares — an estimated $25.9K sold.

Reston Wealth Management first reported a position in CHTR in Q3 2024 and held it in 1 quarter. The position peaked at $25.9K in Q3 2024. 862 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • Reston Wealth Management reported no remaining Charter Communications position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 80 Charter Communications shares in Q4 2024, an estimated $25.9K.
  • Reston Wealth Management first reported a position in Charter Communications in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Charter Communications position peaked at $25.9K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.