Schechter Investment Advisors’s Charter Communications CHTR Stock Holding History

Schechter Investment Advisors’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 Q1	–	Sell	-1,114	Closed	-$433K	–	670
2023 Q4	$433K	Sell	1,114 -11	-1%	-$4.49K	0.04%	380
2023 Q3	$495K	Buy	1,125 +24	+2%	+$9.98K	0.05%	345
2023 Q2	$404K	Sell	1,101 -63	-5%	-$21.5K	0.04%	422
2023 Q1	$416K	Sell	1,164 -25	-2%	-$9.34K	0.04%	452
2022 Q4	$403K	Buy	1,189 +97	+9%	+$34.1K	0.04%	557
2022 Q3	$331K	Buy	1,092 +432	+65%	+$185K	0.03%	659
2022 Q2	$309K	Sell	660 -232	-26%	-$113K	0.03%	700
2022 Q1	$487K	Sell	892 -320	-26%	-$188K	0.05%	539
2021 Q4	$790K	Buy	+1,212	New	+$825K	0.07%	378

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Schechter Investment Advisors's CHTR Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Charter Communications (CHTR) in Q1 2024, closing a stake of 1,114 shares — an estimated $433K sold.

Schechter Investment Advisors first reported a position in CHTR in Q4 2021 and held it in 9 quarters. The position peaked at $790K in Q4 2021. 824 funds tracked by Wall St. Rank hold CHTR as of Q1 2024.

Schechter Investment Advisors reported no remaining Charter Communications position as of Q1 2024 after selling out during the quarter.
Schechter Investment Advisors sold 1,114 Charter Communications shares in Q1 2024, an estimated $433K.
Schechter Investment Advisors first reported a position in Charter Communications in Q4 2021 and held it in 9 quarters.
Schechter Investment Advisors's Charter Communications position peaked at $790K in Q4 2021.
824 funds tracked by Wall St. Rank held Charter Communications as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.