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

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return