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WealthPLAN Partners’s Charter Communications CHTR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-24
Closed -$8.82K – 442
2023
Q2 		$8.82K Sell
24
-2
-8% -$682 ﹤0.01% 812
2023
Q1 		$9.3K Buy
+26
New +$9.71K ﹤0.01% 879
2017
Q2 		– Sell
-3
Closed -$996 – 218
2017
Q1 		$996 Buy
+3
New +$956 ﹤0.01% 431
2016
Q3 		$8.02K Sell
30
-10
-25% -$2.53K ﹤0.01% 637
2016
Q2 		$6.86K Buy
+40
New +$8.6K ﹤0.01% 1875

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

WealthPLAN Partners's CHTR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Charter Communications (CHTR) in Q3 2023, closing a stake of 24 shares — an estimated $8.82K sold.

WealthPLAN Partners first reported a position in CHTR in Q2 2016 and held it in 5 quarters. The position peaked at $9.3K in Q1 2023. 890 funds tracked by Wall St. Rank hold CHTR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Charter Communications position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 24 Charter Communications shares in Q3 2023, an estimated $8.82K.
  • WealthPLAN Partners first reported a position in Charter Communications in Q2 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Charter Communications position peaked at $9.3K in Q1 2023.
  • 890 funds tracked by Wall St. Rank held Charter Communications as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.