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TD Ameritrade Investment Management’s Charter Communications CHTR Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-16
Closed -$6K – 80
2023
Q2 		$6K Sell
16
-7
-30% -$2.39K ﹤0.01% 386
2023
Q1 		$8K Buy
23
+6
+35% +$2.24K ﹤0.01% 396
2022
Q4 		$6K Buy
17
+10
+143% +$3.51K ﹤0.01% 422
2022
Q3 		$2K Sell
7
-92
-93% -$39.4K ﹤0.01% 495
2022
Q2 		$46K Sell
99
-71
-42% -$34.6K ﹤0.01% 306
2022
Q1 		$93K Sell
170
-6
-3% -$3.52K ﹤0.01% 299
2021
Q4 		$115K Sell
176
-21
-11% -$14.3K ﹤0.01% 282
2021
Q3 		$123K Buy
197
+157
+393% +$119K ﹤0.01% 243
2021
Q2 		$29K Sell
40
-117
-75% -$78.8K ﹤0.01% 374
2021
Q1 		$104K Hold
157
– – ﹤0.01% 265
2020
Q4 		$104K Sell
157
-40
-20% -$25.5K ﹤0.01% 265
2020
Q3 		$123K Buy
197
+35
+22% +$20.7K ﹤0.01% 243
2020
Q2 		$83K Buy
162
+18
+13% +$9.13K ﹤0.01% 261
2020
Q1 		$63K Sell
144
-1
-0.7% -$489 ﹤0.01% 267
2019
Q4 		$70K Buy
145
+54
+59% +$24.9K ﹤0.01% 281
2019
Q3 		$38K Buy
91
+69
+314% +$27.8K ﹤0.01% 315
2019
Q2 		$9K Buy
22
+17
+340% +$6.37K ﹤0.01% 406
2019
Q1 		$2K Sell
5
-10
-67% -$3.29K ﹤0.01% 512
2018
Q4 		$4K Buy
+15
New +$4.71K ﹤0.01% 468

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

TD Ameritrade Investment Management's CHTR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Charter Communications (CHTR) in Q3 2023, closing a stake of 16 shares — an estimated $6K sold.

TD Ameritrade Investment Management first reported a position in CHTR in Q4 2018 and held it in 19 quarters. The position peaked at $123K in Q3 2021. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Charter Communications position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 16 Charter Communications shares in Q3 2023, an estimated $6K.
  • TD Ameritrade Investment Management first reported a position in Charter Communications in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's Charter Communications position peaked at $123K in Q3 2021.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.