SeaCrest Wealth Management’s Charter Communications CHTR Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-100	Closed	-$47K	–	782
2022 Q2	$47K	Buy	+100	New	+$48.8K	0.01%	1144
2019 Q2	–	Sell	-134	Closed	-$46K	–	739
2019 Q1	$46K	Hold	134	–	–	0.01%	965
2018 Q4	$38K	Sell	134 -10	-7%	-$3.14K	0.01%	993
2018 Q3	$47K	Hold	144	–	–	0.01%	1023
2018 Q2	$42K	Hold	144	–	–	0.01%	1053
2018 Q1	$45K	Sell	144 -65	-31%	-$22.9K	0.01%	995
2017 Q4	$70K	Buy	+209	New	+$71K	0.01%	840

Other funds holding CHTR

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

SeaCrest Wealth Management's CHTR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Charter Communications (CHTR) in Q3 2022, closing a stake of 100 shares — an estimated $47K sold.

SeaCrest Wealth Management first reported a position in CHTR in Q4 2017 and held it in 7 quarters. The position peaked at $70K in Q4 2017. 837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

SeaCrest Wealth Management reported no remaining Charter Communications position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 100 Charter Communications shares in Q3 2022, an estimated $47K.
SeaCrest Wealth Management first reported a position in Charter Communications in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Charter Communications position peaked at $70K in Q4 2017.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.