Toth Financial Advisory’s Charter Communications CHTR Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-125	Closed	-$36.3K	–	757
2024 Q1	$36.3K	Hold	125	–	–	﹤0.01%	322
2023 Q4	$48.6K	Hold	125	–	–	0.01%	302
2023 Q3	$55K	Hold	125	–	–	0.01%	262
2023 Q2	$45.9K	Hold	125	–	–	0.01%	282
2023 Q1	$44.7K	Hold	125	–	–	0.01%	285
2022 Q4	$42.4K	Hold	125	–	–	0.01%	291
2022 Q3	$38K	Hold	125	–	–	0.01%	298
2022 Q2	$59K	Hold	125	–	–	0.01%	250
2022 Q1	$68K	Hold	125	–	–	0.01%	257
2021 Q4	$81K	Sell	125 -1,195	-91%	-$814K	0.01%	255
2021 Q3	$960K	Buy	1,320 +1,050	+389%	+$797K	0.15%	118
2021 Q2	$195K	Buy	270 +145	+116%	+$97.6K	0.03%	179
2021 Q1	$77K	Hold	125	–	–	0.01%	255
2020 Q4	$83K	Sell	125 -1,315	-91%	-$837K	0.01%	224
2020 Q3	$899K	Buy	1,440 +445	+45%	+$263K	0.17%	100
2020 Q2	$507K	Buy	+995	New	+$505K	0.11%	117

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Toth Financial Advisory's CHTR Position: Q2 2024 in Review

Toth Financial Advisory sold out of Charter Communications (CHTR) in Q2 2024, closing a stake of 125 shares — an estimated $36.3K sold.

Toth Financial Advisory first reported a position in CHTR in Q2 2020 and held it in 16 quarters. The position peaked at $960K in Q3 2021. 785 funds tracked by Wall St. Rank hold CHTR as of Q2 2024.

Toth Financial Advisory reported no remaining Charter Communications position as of Q2 2024 after selling out during the quarter.
Toth Financial Advisory sold 125 Charter Communications shares in Q2 2024, an estimated $36.3K.
Toth Financial Advisory first reported a position in Charter Communications in Q2 2020 and held it in 16 quarters.
Toth Financial Advisory's Charter Communications position peaked at $960K in Q3 2021.
785 funds tracked by Wall St. Rank held Charter Communications as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.