Sheets Smith Wealth Management’s Charter Communications CHTR Stock Holding History

Sheets Smith 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 Q1	–	Sell	-1,218	Closed	-$794K	–	360
2021 Q4	$794K	Sell	1,218 -2	-0.2%	-$1.36K	0.1%	177
2021 Q3	$888K	Buy	1,220 +6	+0.5%	+$4.55K	0.12%	152
2021 Q2	$876K	Buy	+1,214	New	+$817K	0.12%	154
2021 Q1	–	Sell	-1,246	Closed	-$824K	–	334
2020 Q4	$824K	Buy	1,246 +324	+35%	+$206K	0.12%	152
2020 Q3	$576K	Buy	+922	New	+$544K	0.1%	164

Other funds holding CHTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's CHTR Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 1,218 shares — an estimated $794K sold.

Sheets Smith Wealth Management first reported a position in CHTR in Q3 2020 and held it in 5 quarters. The position peaked at $888K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Sheets Smith Wealth Management reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,218 Charter Communications shares in Q1 2022, an estimated $794K.
Sheets Smith Wealth Management first reported a position in Charter Communications in Q3 2020 and held it in 5 quarters.
Sheets Smith Wealth Management's Charter Communications position peaked at $888K in Q3 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.