The Family Firm’s Charter Communications CHTR Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-200	Closed	-$59.8K	–	312
2024 Q2	$59.8K	Buy	+200	New	+$54.6K	0.01%	371

Other funds holding CHTR

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

The Family Firm's CHTR Position: Q3 2024 in Review

The Family Firm sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 200 shares — an estimated $59.8K sold.

The Family Firm first reported a position in CHTR in Q2 2024 and held it in 1 quarter. The position peaked at $59.8K in Q2 2024. 835 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

The Family Firm reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 200 Charter Communications shares in Q3 2024, an estimated $59.8K.
The Family Firm first reported a position in Charter Communications in Q2 2024 and held it in 1 quarter.
The Family Firm's Charter Communications position peaked at $59.8K in Q2 2024.
835 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.