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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

RMR Wealth Builders's CHTR Position: Q2 2022 in Review

RMR Wealth Builders sold out of Charter Communications (CHTR) in Q2 2022, closing a stake of 411 shares — an estimated $224K sold.

RMR Wealth Builders first reported a position in CHTR in Q4 2019 and held it in 8 quarters. The position peaked at $299K in Q3 2021. 944 funds tracked by Wall St. Rank hold CHTR as of Q2 2022.

RMR Wealth Builders reported no remaining Charter Communications position as of Q2 2022 after selling out during the quarter.
RMR Wealth Builders sold 411 Charter Communications shares in Q2 2022, an estimated $224K.
RMR Wealth Builders first reported a position in Charter Communications in Q4 2019 and held it in 8 quarters.
RMR Wealth Builders's Charter Communications position peaked at $299K in Q3 2021.
944 funds tracked by Wall St. Rank held Charter Communications as of Q2 2022.

Based on RMR Wealth Builders's 13F filing for Q2 2022, filed 2 Aug 2022.