Wedmont Private Capital’s Charter Communications CHTR Stock Holding History

Wedmont Private Capital’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
2026 Q2	$2.16M	Buy	+16,519	New	+$2.76M	0.06%	178
2025 Q3	–	Sell	-582	Closed	-$235K	–	795
2025 Q2	$235K	Buy	+582	New	+$223K	0.01%	667
2024 Q1	–	Sell	-541	Closed	-$205K	–	608
2023 Q4	$205K	Sell	541 -34	-6%	-$13.9K	0.02%	531
2023 Q3	$254K	Buy	+575	New	+$239K	0.03%	419
2022 Q3	–	Sell	-815	Closed	-$382K	–	375
2022 Q2	$382K	Buy	+815	New	+$397K	0.08%	177

Other funds holding CHTR

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return