SW
CHTR icon

SteelPeak Wealth’s Charter Communications CHTR Stock Holding History

SteelPeak 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
2026
Q2 		$3.29M Buy
+23,149
New +$3.86M 0.09% 178
2025
Q2 		– Sell
-583
Closed -$215K – 589
2025
Q1 		$215K Buy
+583
New +$209K 0.01% 478
2024
Q1 		– Sell
-1,516
Closed -$589K – 489
2023
Q4 		$589K Buy
+1,516
New +$618K 0.03% 262
2022
Q4 		– Sell
-14,662
Closed -$4.45M – 430
2022
Q3 		$4.45M Buy
+14,662
New +$6.27M 0.34% 66
2021
Q4 		– Sell
-334
Closed -$243K – 430
2021
Q3 		$243K Buy
+334
New +$253K 0.02% 364
2020
Q2 		– Sell
-4,742
Closed -$2.07M – 278
2020
Q1 		$2.07M Sell
4,742
-105
-2% -$51.4K 0.33% 68
2019
Q4 		$2.35M Buy
+4,847
New +$2.23M 0.32% 69

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM