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Sutton Wealth Advisors’s Charter Communications CHTR Stock Holding History

Sutton Wealth Advisors’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
Q3 		$18.5K Buy
42
+5
+14% +$2.08K 0.01% 369
2023
Q2 		$13.6K Hold
37
– – 0.01% 409
2023
Q1 		$13.2K Sell
37
-126
-77% -$47.1K 0.01% 366
2022
Q4 		$55.3K Sell
163
-7
-4% -$2.46K 0.02% 361
2022
Q3 		$51.6K Sell
170
-21
-11% -$8.98K 0.02% 374
2022
Q2 		$89.5K Buy
191
+25
+15% +$12.2K 0.04% 254
2022
Q1 		$90.6K Sell
166
-7
-4% -$4.11K 0.03% 269
2021
Q4 		$113K Buy
173
+1
+0.6% +$681 0.04% 238
2021
Q3 		$125K Sell
172
-2
-1% -$1.52K 0.05% 228
2021
Q2 		$126K Hold
174
– – 0.05% 223
2021
Q1 		$107K Buy
174
+2
+1% +$1.25K 0.04% 233
2020
Q4 		$114K Buy
172
+5
+3% +$3.18K 0.05% 213
2020
Q3 		$104K Hold
167
– – 0.05% 211
2020
Q2 		$85.2K Sell
167
-2
-1% -$1.01K 0.04% 223
2020
Q1 		$73.7K Buy
169
+6
+4% +$2.93K 0.05% 217
2019
Q4 		$79.1K Hold
163
– – 0.04% 234
2019
Q3 		$67.2K Hold
163
– – 0.04% 250
2019
Q2 		$64.4K Buy
163
+10
+7% +$3.75K 0.04% 252
2019
Q1 		$53.1K Buy
153
+5
+3% +$1.65K 0.03% 282
2018
Q4 		$42.2K Sell
148
-8
-5% -$2.51K 0.03% 304
2018
Q3 		$50.8K Buy
156
+8
+5% +$2.44K 0.03% 289
2018
Q2 		$43.4K Sell
148
-89
-38% -$25.6K 0.03% 324
2018
Q1 		$73.8K Hold
237
– – 0.05% 222
2017
Q4 		$79.6K Buy
237
+82
+53% +$27.9K 0.06% 211
2017
Q3 		$56.3K Hold
155
– – 0.04% 251
2017
Q2 		$52.2K Buy
155
+7
+5% +$2.33K 0.04% 257
2017
Q1 		$48.4K Hold
148
– – 0.04% 270
2016
Q4 		$42.6K Buy
148
+3
+2% +$808 0.04% 292
2016
Q3 		$39.1K Hold
145
– – 0.04% 297
2016
Q2 		$33.2K Buy
+145
New +$31.2K 0.03% 312

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
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

Sutton Wealth Advisors's CHTR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Charter Communications (CHTR) stake by 14% in Q3 2023, buying an estimated $2.08K and bringing the position to 42 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #369.

Sutton Wealth Advisors first reported a position in CHTR in Q2 2016 and has held it in 30 quarters since. The position peaked at $126K in Q2 2021. 889 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Sutton Wealth Advisors held 42 shares of Charter Communications worth $18.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 5 Charter Communications shares in Q3 2023, an estimated $2.08K.
  • Charter Communications made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #369 holding.
  • Sutton Wealth Advisors first reported a position in Charter Communications in Q2 2016 and has held it in 30 quarters since.
  • Sutton Wealth Advisors's Charter Communications position peaked at $126K in Q2 2021.
  • 889 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.