RWB
CHTR icon

RMR Wealth Builders’s Charter Communications CHTR Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-411
Closed -$224K – 199
2022
Q1 		$224K Buy
+411
New +$241K 0.05% 187
2021
Q4 		– Sell
-411
Closed -$299K – 136
2021
Q3 		$299K Hold
411
– – 0.09% 138
2021
Q2 		$297K Hold
411
– – 0.1% 137
2021
Q1 		$254K Hold
411
– – 0.07% 156
2020
Q4 		$272K Sell
411
-3
-0.7% -$1.91K 0.13% 117
2020
Q3 		$258K Buy
414
+3
+0.7% +$1.77K 0.07% 170
2020
Q2 		$210K Buy
+411
New +$208K 0.19% 107
2019
Q4 		$199K Buy
+411
New +$189K 0.19% 114

Other funds holding CHTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return