Wagner Wealth Management (South Carolina)’s Charter Communications CHTR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-37	Closed	-$11K	–	313
2022 Q3	$11K	Hold	37	–	–	0.01%	409
2022 Q2	$17K	Buy	+37	New	+$18K	0.01%	348
2022 Q1	–	Sell	-37	Closed	-$24K	–	282
2021 Q4	$24K	Buy	37 +20	+118%	+$13.6K	0.02%	368
2021 Q3	$11K	Hold	17	–	–	0.01%	453
2021 Q2	$12K	Hold	17	–	–	0.01%	471
2021 Q1	$10K	Buy	+17	New	+$10.6K	0.01%	460
2018 Q3	$2K	Hold	7	–	–	﹤0.01%	546
2018 Q2	$2K	Buy	+7	New	+$2.01K	﹤0.01%	513

Other funds holding CHTR

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CHTR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 37 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in CHTR in Q2 2018 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 887 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 37 Charter Communications shares in Q4 2022, an estimated $11K.
Wagner Wealth Management (South Carolina) first reported a position in Charter Communications in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Charter Communications position peaked at $24K in Q4 2021.
887 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.