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Simplicity Wealth’s Charter Communications CHTR Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-4,276
Closed -$1.28M – 614
2024
Q2 		$1.28M Sell
4,276
-171
-4% -$46.7K 0.03% 455
2024
Q1 		$1.29M Buy
+4,447
New +$1.43M 0.03% 455

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Simplicity Wealth's CHTR Position: Q3 2024 in Review

Simplicity Wealth sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 4,276 shares — an estimated $1.28M sold.

Simplicity Wealth first reported a position in CHTR in Q1 2024 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

  • Simplicity Wealth reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,276 Charter Communications shares in Q3 2024, an estimated $1.28M.
  • Simplicity Wealth first reported a position in Charter Communications in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Charter Communications position peaked at $1.29M in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.