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SS
Sunbelt Securities’s
Charter Communications
CHTR
Stock Holding History
Sunbelt Securities’s Portfolio
CHTR Stock Details
CHTR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.51K
Hold
7
–
–
﹤0.01%
1997
2025
Q4
$1.46K
Sell
7
-15
-68%
-$3.37K
﹤0.01%
1958
2025
Q3
$6.05K
Sell
22
-43
-66%
-$13K
﹤0.01%
1570
2025
Q2
$22.3K
Buy
65
+58
+829%
+$22.2K
﹤0.01%
1147
2025
Q1
$2.58K
Sell
7
-58
-89%
-$20.7K
﹤0.01%
1538
2024
Q4
$22.3K
Sell
65
-91
-58%
-$32.9K
﹤0.01%
1146
2024
Q3
$50.6K
Sell
156
-22
-12%
-$7.4K
0.01%
938
2024
Q2
$53.2K
Sell
178
-56
-24%
-$15.3K
0.01%
890
2024
Q1
$68K
Sell
234
-5
-2%
-$1.61K
0.01%
808
2023
Q4
$92.9K
Hold
239
–
–
0.01%
687
2023
Q3
$105K
Buy
239
+15
+7%
+$6.24K
0.01%
645
2023
Q2
$82.3K
Buy
224
+32
+17%
+$10.9K
0.01%
682
2023
Q1
$67K
Buy
+192
New
+$71.7K
0.01%
681
2020
Q2
–
Sell
-1,168
Closed
-$559K
–
317
2020
Q1
$559K
Buy
+1,168
New
+$571K
0.02%
213
Other funds holding CHTR
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$182B AUM
14.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$75B AUM
11.27%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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