West Branch Capital’s Charter Communications CHTR Stock Holding History

West Branch 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
2024 Q3	–	Sell	-42	Closed	-$14.1K	–	604
2024 Q2	$12.6K	Hold	42	–	–	﹤0.01%	256
2024 Q1	$12.3K	Hold	42	–	–	﹤0.01%	263
2023 Q4	$16.4K	Hold	42	–	–	0.01%	242
2023 Q3	$18.6K	Sell	42 -57	-58%	-$23.7K	0.01%	231
2023 Q2	$36.4K	Buy	+99	New	+$33.8K	0.02%	189
2023 Q1	–	Sell	-4	Closed	-$1.36K	–	459
2022 Q4	$1.36K	Hold	4	–	–	﹤0.01%	400
2022 Q3	$1K	Buy	+4	New	+$1.71K	﹤0.01%	418

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

West Branch Capital's CHTR Position: Q3 2024 in Review

West Branch Capital sold out of Charter Communications (CHTR) in Q3 2024, closing a stake of 42 shares — an estimated $14.1K sold.

West Branch Capital first reported a position in CHTR in Q3 2022 and held it in 7 quarters. The position peaked at $36.4K in Q2 2023. 834 funds tracked by Wall St. Rank hold CHTR as of Q3 2024.

West Branch Capital reported no remaining Charter Communications position as of Q3 2024 after selling out during the quarter.
West Branch Capital sold 42 Charter Communications shares in Q3 2024, an estimated $14.1K.
West Branch Capital first reported a position in Charter Communications in Q3 2022 and held it in 7 quarters.
West Branch Capital's Charter Communications position peaked at $36.4K in Q2 2023.
834 funds tracked by Wall St. Rank held Charter Communications as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.