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ShoreHaven Wealth Partners’s Charter Communications CHTR Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-232
Closed -$143K – 98
2021
Q1 		$143K Buy
232
+100
+76% +$62.5K 0.08% 71
2020
Q4 		$87K Buy
+132
New +$84K 0.05% 86

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

ShoreHaven Wealth Partners's CHTR Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 232 shares — an estimated $143K sold.

ShoreHaven Wealth Partners first reported a position in CHTR in Q4 2020 and held it in 2 quarters. The position peaked at $143K in Q1 2021. 993 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 232 Charter Communications shares in Q2 2021, an estimated $143K.
  • ShoreHaven Wealth Partners first reported a position in Charter Communications in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Charter Communications position peaked at $143K in Q1 2021.
  • 993 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.