VisionPoint Advisory Group’s Charter Communications CHTR Stock Holding History

VisionPoint Advisory Group’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	-1,657	Closed	-$495K	–	330
2024 Q2	$495K	Sell	1,657 -57	-3%	-$15.6K	0.18%	108
2024 Q1	$498K	Buy	+1,714	New	+$551K	0.18%	117
2023 Q4	–	Sell	-10	Closed	-$4.4K	–	769
2023 Q3	$4.4K	Buy	+10	New	+$4.16K	﹤0.01%	512

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

VisionPoint Advisory Group's CHTR Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 1,657 shares — an estimated $495K sold.

VisionPoint Advisory Group first reported a position in CHTR in Q3 2023 and held it in 3 quarters. The position peaked at $498K in Q1 2024. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

VisionPoint Advisory Group reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 1,657 Charter Communications shares in Q3 2024, an estimated $495K.
VisionPoint Advisory Group first reported a position in Charter Communications in Q3 2023 and held it in 3 quarters.
VisionPoint Advisory Group's Charter Communications position peaked at $498K in Q1 2024.
834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.