U.S. Capital Wealth Advisors’s Charter Communications CHTR Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-6	Closed	-$2.04K	–	792
2022 Q4	$2.04K	Buy	+6	New	+$2.11K	﹤0.01%	1483

Other funds holding CHTR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's CHTR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Charter Communications (CHTR) in Q1 2023, closing a stake of 6 shares — an estimated $2.04K sold.

U.S. Capital Wealth Advisors first reported a position in CHTR in Q4 2022 and held it in 1 quarter. The position peaked at $2.04K in Q4 2022. 859 funds tracked by Wall St. Rank hold CHTR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Charter Communications position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6 Charter Communications shares in Q1 2023, an estimated $2.04K.
U.S. Capital Wealth Advisors first reported a position in Charter Communications in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Charter Communications position peaked at $2.04K in Q4 2022.
859 funds tracked by Wall St. Rank held Charter Communications as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.