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Sheaff Brock Investment Advisors’s Charter Communications CHTR Stock Holding History

Sheaff Brock 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
2021
Q4 		– Sell
-288
Closed -$209K – 552
2021
Q3 		$209K Hold
288
– – 0.02% 481
2021
Q2 		$208K Sell
288
-95
-25% -$64K 0.02% 464
2021
Q1 		$236K Buy
+383
New +$239K 0.02% 408

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sheaff Brock Investment Advisors's CHTR Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 288 shares — an estimated $209K sold.

Sheaff Brock Investment Advisors first reported a position in CHTR in Q1 2021 and held it in 3 quarters. The position peaked at $236K in Q1 2021. 1,044 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 288 Charter Communications shares in Q4 2021, an estimated $209K.
  • Sheaff Brock Investment Advisors first reported a position in Charter Communications in Q1 2021 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Charter Communications position peaked at $236K in Q1 2021.
  • 1,044 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.