WealthStone’s Charter Communications CHTR Stock Holding History

WealthStone’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 Q1	$343K	Buy	556 +51	+10%	+$31.9K	0.12%	127
2020 Q4	$334K	Buy	505 +67	+15%	+$42.6K	0.12%	120
2020 Q3	$273K	Buy	+438	New	+$258K	0.12%	116
2019 Q3	–	Sell	-30	Closed	-$11.9K	–	164
2019 Q2	$11.9K	Buy	+30	New	+$11.2K	0.01%	240

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

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

VAM

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

WealthStone's CHTR Position: Q1 2021 in Review

WealthStone increased its Charter Communications (CHTR) stake by 10% in Q1 2021, buying an estimated $31.9K and bringing the position to 556 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #127.

WealthStone first reported a position in CHTR in Q2 2019 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold CHTR as of Q1 2021.

WealthStone held 556 shares of Charter Communications worth $343K as of Q1 2021.
WealthStone bought 51 Charter Communications shares in Q1 2021, an estimated $31.9K.
Charter Communications made up 0.12% of WealthStone's portfolio in Q1 2021, its #127 holding.
WealthStone first reported a position in Charter Communications in Q2 2019 and has held it in 4 quarters since.
998 funds tracked by Wall St. Rank held Charter Communications as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.