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SWM
Silverlake Wealth Management’s
Charter Communications
CHTR
Stock Holding History
Silverlake Wealth Management’s Portfolio
CHTR Stock Details
CHTR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-851
Closed
-$234K
–
363
2025
Q3
$234K
Hold
851
–
–
0.06%
301
2025
Q2
$348K
Hold
851
–
–
0.1%
215
2025
Q1
$314K
Hold
851
–
–
0.12%
181
2024
Q4
$292K
Sell
851
-12
-1%
-$4.34K
0.11%
195
2024
Q3
$280K
Hold
863
–
–
0.11%
214
2024
Q2
$258K
Hold
863
–
–
0.11%
209
2024
Q1
$251K
Hold
863
–
–
0.13%
196
2023
Q4
$335K
Hold
863
–
–
0.18%
142
2023
Q3
$380K
Hold
863
–
–
0.21%
131
2023
Q2
$317K
Hold
863
–
–
0.18%
143
2023
Q1
$309K
Hold
863
–
–
0.19%
141
2022
Q4
$293K
Hold
863
–
–
0.18%
142
2022
Q3
$262K
Hold
863
–
–
0.18%
145
2022
Q2
$404K
Sell
863
-225
-21%
-$110K
0.26%
102
2022
Q1
$594K
Buy
1,088
+75
+7%
+$44K
0.34%
74
2021
Q4
$660K
Buy
+1,013
New
+$690K
0.36%
72
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$182B AUM
14.68%
1-Year Est. Return
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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