Wealthcare Capital Management’s Charter Communications CHTR Stock Holding History

Wealthcare Capital Management’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	-54	Closed	-$33K	–	177
2021 Q1	$33K	Buy	+54	New	+$33.7K	﹤0.01%	174
2020 Q2	–	Sell	-6	Closed	-$3K	–	81
2020 Q1	$3K	Sell	6 -7	-54%	-$3.42K	﹤0.01%	201
2019 Q4	$6K	Buy	+13	New	+$5.98K	﹤0.01%	230
2018 Q3	–	Sell	-4	Closed	-$1K	–	195
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	180
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	184
2017 Q4	$1K	Hold	4	–	–	﹤0.01%	207
2017 Q3	$1K	Hold	4	–	–	﹤0.01%	169
2017 Q2	$1K	Sell	4 -6	-60%	-$2K	﹤0.01%	163
2017 Q1	$3K	Hold	10	–	–	﹤0.01%	152
2016 Q4	$3K	Hold	10	–	–	﹤0.01%	152
2016 Q3	$3K	Hold	10	–	–	﹤0.01%	160
2016 Q2	$2K	Buy	+10	New	+$2.15K	﹤0.01%	165

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 Capital Management's CHTR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 54 shares — an estimated $33K sold.

Wealthcare Capital Management first reported a position in CHTR in Q2 2016 and held it in 12 quarters. The position peaked at $33K in Q1 2021. 991 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

Wealthcare Capital Management reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 54 Charter Communications shares in Q2 2021, an estimated $33K.
Wealthcare Capital Management first reported a position in Charter Communications in Q2 2016 and held it in 12 quarters.
Wealthcare Capital Management's Charter Communications position peaked at $33K in Q1 2021.
991 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

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