SPWM
CHTR icon

Spartan Planning & Wealth Management’s Charter Communications CHTR Stock Holding History

Spartan Planning & 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
2023
Q4 		– Sell
-27
Closed -$11.9K – 195
2023
Q3 		$11.9K Buy
+27
New +$11.2K 0.01% 108

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spartan Planning & Wealth Management's CHTR Position: Q4 2023 in Review

Spartan Planning & Wealth Management sold out of Charter Communications (CHTR) in Q4 2023, closing a stake of 27 shares — an estimated $11.9K sold.

Spartan Planning & Wealth Management first reported a position in CHTR in Q3 2023 and held it in 1 quarter. The position peaked at $11.9K in Q3 2023. 906 funds tracked by Wall St. Rank hold CHTR as of Q4 2023.

  • Spartan Planning & Wealth Management reported no remaining Charter Communications position as of Q4 2023 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 27 Charter Communications shares in Q4 2023, an estimated $11.9K.
  • Spartan Planning & Wealth Management first reported a position in Charter Communications in Q3 2023 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Charter Communications position peaked at $11.9K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Charter Communications as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.