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Signature Estate & Investment Advisors’s Charter Communications CHTR Stock Holding History

Signature Estate & 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
2025
Q2 		– Sell
-577
Closed -$213K – 583
2025
Q1 		$213K Sell
577
-31
-5% -$11.1K 0.01% 518
2024
Q4 		$208K Buy
+608
New +$220K 0.01% 504

Other funds holding CHTR

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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Estate & Investment Advisors's CHTR Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 577 shares — an estimated $213K sold.

Signature Estate & Investment Advisors first reported a position in CHTR in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 889 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • Signature Estate & Investment Advisors reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 577 Charter Communications shares in Q2 2025, an estimated $213K.
  • Signature Estate & Investment Advisors first reported a position in Charter Communications in Q4 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Charter Communications position peaked at $213K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.