Summit Wealth Group’s Charter Communications CHTR Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-26,106	Closed	–	–	107
2023 Q1	$0	Buy	+26,106	New	+$9.75M	﹤0.01%	172
2021 Q3	–	Sell	-80	Closed	-$58K	–	75
2021 Q2	$58K	Hold	80	–	–	0.09%	49
2021 Q1	$49K	Buy	+80	New	+$50K	0.08%	47

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Summit Wealth Group's CHTR Position: Q2 2023 in Review

Summit Wealth Group sold out of Charter Communications (CHTR) in Q2 2023, closing a stake of 26,106 shares.

Summit Wealth Group first reported a position in CHTR in Q1 2021 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 843 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

Summit Wealth Group reported no remaining Charter Communications position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 26,106 Charter Communications shares in Q2 2023.
Summit Wealth Group first reported a position in Charter Communications in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Charter Communications position peaked at $58K in Q2 2021.
843 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.