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TCI Wealth Advisors’s Charter Communications CHTR Stock Holding History

TCI 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
Q2 		– Sell
-179
Closed -$64K – 577
2023
Q1 		$64K Hold
179
– – 0.01% 374
2022
Q4 		$60.7K Buy
179
+112
+167% +$39.4K 0.01% 353
2022
Q3 		$20K Sell
67
-22
-25% -$9.41K ﹤0.01% 650
2022
Q2 		$42K Sell
89
-68
-43% -$33.2K 0.01% 416
2022
Q1 		$85K Buy
157
+71
+83% +$41.7K 0.01% 286
2021
Q4 		$56K Sell
86
-22
-20% -$15K 0.01% 380
2021
Q3 		$79K Hold
108
– – 0.01% 329
2021
Q2 		$78K Buy
108
+23
+27% +$15.5K 0.01% 322
2021
Q1 		$52K Sell
85
-381
-82% -$238K 0.02% 343
2020
Q4 		$308K Hold
466
– – 0.14% 125
2020
Q3 		$291K Hold
466
– – 0.12% 126
2020
Q2 		$238K Sell
466
-84
-15% -$42.6K 0.1% 133
2020
Q1 		$240K Sell
550
-8
-1% -$3.91K 0.12% 124
2019
Q4 		$271K Buy
558
+2
+0.4% +$920 0.11% 139
2019
Q3 		$229K Hold
556
– – 0.1% 129
2019
Q2 		$220K Hold
556
– – 0.1% 136
2019
Q1 		$193K Sell
556
-3
-0.5% -$988 0.08% 153
2018
Q4 		$159K Buy
559
+6
+1% +$1.88K 0.08% 164
2018
Q3 		$180K Buy
553
+12
+2% +$3.66K 0.08% 159
2018
Q2 		$159K Sell
541
-2
-0.4% -$575 0.07% 166
2018
Q1 		$169K Buy
543
+7
+1% +$2.46K 0.08% 153
2017
Q4 		$180K Sell
536
-5
-0.9% -$1.7K 0.08% 166
2017
Q3 		$197K Buy
541
+5
+0.9% +$1.86K 0.1% 136
2017
Q2 		$181K Hold
536
– – 0.09% 143
2017
Q1 		$175K Sell
536
-36
-6% -$11.5K 0.09% 147
2016
Q4 		$165K Buy
572
+32
+6% +$8.62K 0.09% 156
2016
Q3 		$146K Sell
540
-2
-0.4% -$505 0.08% 160
2016
Q2 		$124K Buy
542
+531
+4,827% +$114K 0.07% 176
2016
Q1 		$2K Hold
11
– – ﹤0.01% 926
2015
Q4 		$2K Buy
+11
New +$2.04K ﹤0.01% 853

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

TCI Wealth Advisors's CHTR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Charter Communications (CHTR) in Q2 2023, closing a stake of 179 shares — an estimated $64K sold.

TCI Wealth Advisors first reported a position in CHTR in Q4 2015 and held it in 30 quarters. The position peaked at $308K in Q4 2020. 843 funds tracked by Wall St. Rank hold CHTR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Charter Communications position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 179 Charter Communications shares in Q2 2023, an estimated $64K.
  • TCI Wealth Advisors first reported a position in Charter Communications in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's Charter Communications position peaked at $308K in Q4 2020.
  • 843 funds tracked by Wall St. Rank held Charter Communications as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.