Tyler-Stone Wealth Management’s Charter Communications CHTR Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-6	Closed	-$1.79K	–	417
2024 Q2	$1.79K	Hold	6	–	–	﹤0.01%	866
2024 Q1	$1.74K	Hold	6	–	–	﹤0.01%	860
2023 Q4	$2.33K	Hold	6	–	–	﹤0.01%	799
2023 Q3	$3K	Hold	6	–	–	﹤0.01%	764
2023 Q2	$2K	Buy	+6	New	+$2.05K	﹤0.01%	791
2022 Q4	$2K	Hold	6	–	–	﹤0.01%	740
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	736
2022 Q2	$3K	Hold	6	–	–	﹤0.01%	715
2022 Q1	$3K	Sell	6 -2	-25%	-$1.17K	﹤0.01%	713
2021 Q4	$5K	Buy	+8	New	+$5.45K	﹤0.01%	694

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

Tyler-Stone Wealth Management's CHTR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 6 shares — an estimated $1.79K sold.

Tyler-Stone Wealth Management first reported a position in CHTR in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 6 Charter Communications shares in Q3 2024, an estimated $1.79K.
Tyler-Stone Wealth Management first reported a position in Charter Communications in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Charter Communications position peaked at $5K in Q4 2021.
834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.