Taylor Hoffman Wealth Management’s Charter Communications CHTR Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-64	Closed	-$33K	–	157
2020 Q2	$33K	Buy	+64	New	+$32.5K	0.02%	220
2020 Q1	–	Sell	-64	Closed	-$31K	–	158
2019 Q4	$31K	Hold	64	–	–	0.02%	248
2019 Q3	$26K	Hold	64	–	–	0.02%	251
2019 Q2	$25K	Hold	64	–	–	0.02%	236
2019 Q1	$22K	Hold	64	–	–	0.02%	246
2018 Q4	$18K	Hold	64	–	–	0.02%	243
2018 Q3	$21K	Hold	64	–	–	0.02%	234
2018 Q2	$19K	Hold	64	–	–	0.02%	228
2018 Q1	$20K	Hold	64	–	–	0.02%	239
2017 Q4	$22K	Buy	+64	New	+$21.7K	0.02%	238

Other funds holding CHTR

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

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

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

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

VAM

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

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

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

Taylor Hoffman Wealth Management's CHTR Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Charter Communications (CHTR) in Q3 2020, closing a stake of 64 shares — an estimated $33K sold.

Taylor Hoffman Wealth Management first reported a position in CHTR in Q4 2017 and held it in 10 quarters. The position peaked at $33K in Q2 2020. 982 funds tracked by Wall St. Rank hold CHTR as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Charter Communications position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 64 Charter Communications shares in Q3 2020, an estimated $33K.
Taylor Hoffman Wealth Management first reported a position in Charter Communications in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Charter Communications position peaked at $33K in Q2 2020.
982 funds tracked by Wall St. Rank held Charter Communications as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.