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Wealth Quarterback’s Charter Communications CHTR Stock Holding History

Wealth Quarterback’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
2021
Q3 		$9K Buy
13
+1
+8% +$759 0.01% 489
2021
Q2 		$9K Buy
+12
New +$8.08K 0.01% 491
2020
Q2 		– Sell
-21
Closed -$5.29K – 219
2020
Q1 		$5.29K Sell
21
-4
-16% -$1.96K ﹤0.01% 606
2019
Q4 		$12.2K Buy
+25
New +$11.5K 0.01% 480

Other funds holding CHTR

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Quarterback's CHTR Position: Q3 2021 in Review

Wealth Quarterback increased its Charter Communications (CHTR) stake by 8.3% in Q3 2021, buying an estimated $759 and bringing the position to 13 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #489.

Wealth Quarterback first reported a position in CHTR in Q4 2019 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2019. 1,011 funds tracked by Wall St. Rank hold CHTR as of Q3 2021.

  • Wealth Quarterback held 13 shares of Charter Communications worth $9K as of Q3 2021.
  • Wealth Quarterback bought 1 Charter Communications share in Q3 2021, an estimated $759.
  • Charter Communications made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #489 holding.
  • Wealth Quarterback first reported a position in Charter Communications in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Charter Communications position peaked at $12.2K in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Charter Communications as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.