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Strategic Family Wealth Counselors’s Charter Communications CHTR Stock Holding History

Strategic Family Wealth Counselors’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
2021
Q4 		– Sell
-281
Closed -$204K – 107
2021
Q3 		$204K Hold
281
– – 0.07% 91
2021
Q2 		$203K Buy
+281
New +$189K 0.07% 81

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Strategic Family Wealth Counselors's CHTR Position: Q4 2021 in Review

Strategic Family Wealth Counselors sold out of Charter Communications (CHTR) in Q4 2021, closing a stake of 281 shares — an estimated $204K sold.

Strategic Family Wealth Counselors first reported a position in CHTR in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q3 2021. 1,045 funds tracked by Wall St. Rank hold CHTR as of Q4 2021.

  • Strategic Family Wealth Counselors reported no remaining Charter Communications position as of Q4 2021 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 281 Charter Communications shares in Q4 2021, an estimated $204K.
  • Strategic Family Wealth Counselors first reported a position in Charter Communications in Q2 2021 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Charter Communications position peaked at $204K in Q3 2021.
  • 1,045 funds tracked by Wall St. Rank held Charter Communications as of Q4 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2021, filed 8 Feb 2022.