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Tiedemann Advisors’s Charter Communications CHTR Stock Holding History

Tiedemann 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 		$242K Hold
550
– – 0.01% 238
2023
Q2 		$202K Buy
+550
New +$188K 0.01% 243
2022
Q3 		– Sell
-615
Closed -$287K – 236
2022
Q2 		$287K Buy
615
+75
+14% +$36.6K 0.02% 188
2022
Q1 		$295K Sell
540
-114
-17% -$66.9K 0.02% 229
2021
Q4 		$427K Sell
654
-17
-3% -$11.6K 0.02% 205
2021
Q3 		$487K Sell
671
-25
-4% -$19K 0.03% 195
2021
Q2 		$501K Buy
696
+268
+63% +$180K 0.02% 232
2021
Q1 		$266K Buy
428
+48
+13% +$30K 0.01% 280
2020
Q4 		$252K Buy
380
+12
+3% +$7.64K 0.01% 276
2020
Q3 		$231K Buy
+368
New +$217K 0.01% 289
2019
Q3 		– Sell
-4,287
Closed -$1.69M – 304
2019
Q2 		$1.69M Sell
4,287
-1,546
-27% -$579K 0.08% 118
2019
Q1 		$2.02M Buy
5,833
+3,810
+188% +$1.25M 0.1% 134
2018
Q4 		$578K Buy
2,023
+1,225
+154% +$384K 0.03% 271
2018
Q3 		$260K Sell
798
-81
-9% -$24.7K 0.02% 271
2018
Q2 		$258K Sell
879
-134
-13% -$38.5K 0.02% 262
2018
Q1 		$315K Sell
1,013
-284
-22% -$99.9K 0.02% 225
2017
Q4 		$435K Hold
1,297
– – 0.03% 165
2017
Q3 		$471K Sell
1,297
-580
-31% -$216K 0.04% 224
2017
Q2 		$632K Buy
+1,877
New +$626K 0.05% 284

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

Tiedemann Advisors's CHTR Position: Q3 2023 in Review

Tiedemann Advisors held its Charter Communications (CHTR) position steady in Q3 2023 at 550 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #238.

Tiedemann Advisors first reported a position in CHTR in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.02M in Q1 2019. 888 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • Tiedemann Advisors held 550 shares of Charter Communications worth $242K as of Q3 2023.
  • Tiedemann Advisors left its Charter Communications share count unchanged in Q3 2023.
  • Charter Communications made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #238 holding.
  • Tiedemann Advisors first reported a position in Charter Communications in Q2 2017 and has held it in 19 quarters since.
  • Tiedemann Advisors's Charter Communications position peaked at $2.02M in Q1 2019.
  • 888 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.