Strategic Investment Solutions’s Charter Communications CHTR Stock Holding History

Strategic Investment Solutions’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	-3	Closed	-$2.18K	–	665
2024 Q2	$2.18K	Buy	+3	New	+$819	﹤0.01%	488
2023 Q4	$1.17K	Sell	3 -186	-98%	-$75.8K	﹤0.01%	1000
2023 Q3	$78.6K	Buy	189 +186	+6,200%	+$77.3K	﹤0.01%	576
2023 Q2	$984	Sell	3 -3	-50%	-$1.02K	﹤0.01%	788
2023 Q1	$2.15K	Buy	+6	New	+$2.24K	﹤0.01%	868

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Strategic Investment Solutions's CHTR Position: Q3 2024 in Review

Strategic Investment Solutions sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 3 shares — an estimated $2.18K sold.

Strategic Investment Solutions first reported a position in CHTR in Q1 2023 and held it in 5 quarters. The position peaked at $78.6K in Q3 2023. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

Strategic Investment Solutions reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
Strategic Investment Solutions sold 3 Charter Communications shares in Q3 2024, an estimated $2.18K.
Strategic Investment Solutions first reported a position in Charter Communications in Q1 2023 and held it in 5 quarters.
Strategic Investment Solutions's Charter Communications position peaked at $78.6K in Q3 2023.
834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.