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Ruedi Wealth Management’s Charter Communications CHTR Stock Holding History

Ruedi 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
Q3 		– Sell
-1
Closed -$299 – 372
2024
Q2 		$299 Buy
+1
New +$273 ﹤0.01% 442

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BlackRock
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State Street
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Harris Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ruedi Wealth Management's CHTR Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 1 share — an estimated $299 sold.

Ruedi Wealth Management first reported a position in CHTR in Q2 2024 and held it in 1 quarter. The position peaked at $299 in Q2 2024. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 1 Charter Communications share in Q3 2024, an estimated $299.
  • Ruedi Wealth Management first reported a position in Charter Communications in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Charter Communications position peaked at $299 in Q2 2024.
  • 834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.