Wealthstreet Investment Advisors’s Charter Communications CHTR Stock Holding History

Wealthstreet Investment Advisors’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	-640	Closed	-$395K	–	130
2021 Q1	$395K	Sell	640 -30	-4%	-$18.7K	0.04%	282
2020 Q4	$443K	Hold	670	–	–	0.04%	252
2020 Q3	$418K	Buy	670 +15	+2%	+$8.85K	0.05%	243
2020 Q2	$334K	Sell	655 -26	-4%	-$13.2K	0.04%	258
2020 Q1	$297K	Buy	681 +30	+5%	+$14.7K	0.04%	245
2019 Q4	$316K	Hold	651	–	–	0.04%	282
2019 Q3	$302K	Hold	651	–	–	0.04%	278
2019 Q2	$257K	Hold	651	–	–	0.03%	300
2019 Q1	$226K	Buy	+651	New	+$214K	0.03%	309
2018 Q4	–	Sell	-651	Closed	-$212K	–	331
2018 Q3	$212K	Buy	+651	New	+$199K	0.03%	331
2018 Q2	–	Sell	-748	Closed	-$233K	–	346
2018 Q1	$233K	Sell	748 -79	-10%	-$27.8K	0.03%	313
2017 Q4	$278K	Buy	+827	New	+$281K	0.03%	288

Other funds holding CHTR

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Wealthstreet Investment Advisors's CHTR Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Charter Communications (CHTR) in Q2 2021, closing a stake of 640 shares — an estimated $395K sold.

Wealthstreet Investment Advisors first reported a position in CHTR in Q4 2017 and held it in 12 quarters. The position peaked at $443K in Q4 2020. 993 funds tracked by Wall St. Rank hold CHTR as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Charter Communications position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 640 Charter Communications shares in Q2 2021, an estimated $395K.
Wealthstreet Investment Advisors first reported a position in Charter Communications in Q4 2017 and held it in 12 quarters.
Wealthstreet Investment Advisors's Charter Communications position peaked at $443K in Q4 2020.
993 funds tracked by Wall St. Rank held Charter Communications as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.