Selective Wealth Management’s Charter Communications CHTR Stock Holding History

Selective 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 Q4	–	Sell	-20	Closed	-$6K	–	213
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	571
2022 Q2	$9K	Hold	20	–	–	﹤0.01%	569
2022 Q1	$11K	Hold	20	–	–	﹤0.01%	524
2021 Q4	$13K	Hold	20	–	–	0.01%	464
2021 Q3	$15K	Hold	20	–	–	0.01%	387
2021 Q2	$14K	Buy	+20	New	+$13.5K	0.01%	304
2021 Q1	–	Sell	-2	Closed	-$1K	–	396
2020 Q4	$1K	Buy	+2	New	+$1.27K	﹤0.01%	355

Other funds holding CHTR

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

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Selective Wealth Management's CHTR Position: Q4 2022 in Review

Selective Wealth Management sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 20 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in CHTR in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q3 2021. 886 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Selective Wealth Management reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 20 Charter Communications shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Charter Communications in Q4 2020 and held it in 7 quarters.
Selective Wealth Management's Charter Communications position peaked at $15K in Q3 2021.
886 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.