Wealthcare Advisory Partners’s Charter Communications CHTR Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-51	Closed	-$31K	–	775
2021 Q1	$31K	Buy	+51	New	+$31.9K	﹤0.01%	1047
2020 Q2	–	Sell	-45	Closed	-$20K	–	482
2020 Q1	$20K	Hold	45	–	–	﹤0.01%	726
2019 Q4	$22K	Hold	45	–	–	﹤0.01%	738
2019 Q3	$19K	Sell	45 -2	-4%	-$807	﹤0.01%	759
2019 Q2	$19K	Hold	47	–	–	﹤0.01%	731
2019 Q1	$16K	Sell	47 -31	-40%	-$10.2K	﹤0.01%	708
2018 Q4	$22K	Sell	78 -35	-31%	-$11K	﹤0.01%	599
2018 Q3	$37K	Buy	113 +31	+38%	+$9.46K	0.01%	537
2018 Q2	$24K	Hold	82	–	–	﹤0.01%	627
2018 Q1	$26K	Sell	82 -59	-42%	-$20.7K	0.01%	534
2017 Q4	$47K	Buy	141 +119	+541%	+$40.4K	0.01%	380
2017 Q3	$8K	Buy	+22	New	+$8.19K	﹤0.01%	581

Other funds holding CHTR

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Wealthcare Advisory Partners's CHTR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 51 shares — an estimated $31K sold.

Wealthcare Advisory Partners first reported a position in CHTR in Q3 2017 and held it in 12 quarters. The position peaked at $47K in Q4 2017. 991 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 51 Charter Communications shares in Q2 2021, an estimated $31K.
Wealthcare Advisory Partners first reported a position in Charter Communications in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Charter Communications position peaked at $47K in Q4 2017.
991 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.