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RWA Wealth Partners’s Charter Communications CHTR Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-328
Closed -$214K – 255
2021
Q4 		$214K Sell
328
-5
-2% -$3.4K 0.01% 238
2021
Q3 		$242K Buy
333
+5
+2% +$3.79K 0.02% 225
2021
Q2 		$237K Sell
328
-10
-3% -$6.73K 0.02% 225
2021
Q1 		$209K Hold
338
– – 0.02% 233
2020
Q4 		$224K Buy
+338
New +$215K 0.02% 219
2018
Q3 		– Sell
-275
Closed -$81K – 312
2018
Q2 		$81K Hold
275
– – 0.01% 346
2018
Q1 		$86K Buy
+275
New +$96.7K 0.01% 276

Other funds holding CHTR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RWA Wealth Partners's CHTR Position: Q1 2022 in Review

RWA Wealth Partners sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 328 shares — an estimated $214K sold.

RWA Wealth Partners first reported a position in CHTR in Q1 2018 and held it in 7 quarters. The position peaked at $242K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

  • RWA Wealth Partners reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
  • RWA Wealth Partners sold 328 Charter Communications shares in Q1 2022, an estimated $214K.
  • RWA Wealth Partners first reported a position in Charter Communications in Q1 2018 and held it in 7 quarters.
  • RWA Wealth Partners's Charter Communications position peaked at $242K in Q3 2021.
  • 992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on RWA Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.