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West Family Investments’s Charter Communications CHTR Stock Holding History

West Family Investments’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
2022
Q4 		– Sell
-917
Closed -$278K – 244
2022
Q3 		$278K Buy
+917
New +$392K 0.12% 165
2022
Q2 		– Sell
-829
Closed -$452K – 249
2022
Q1 		$452K Buy
829
+328
+65% +$193K 0.13% 132
2021
Q4 		$327K Sell
501
-85
-15% -$57.9K 0.09% 185
2021
Q3 		$426K Buy
586
+18
+3% +$13.7K 0.11% 165
2021
Q2 		$410K Buy
+568
New +$382K 0.11% 163

Other funds holding CHTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Family Investments's CHTR Position: Q4 2022 in Review

West Family Investments sold out of Charter Communications (CHTR) in Q4 2022, closing a stake of 917 shares — an estimated $278K sold.

West Family Investments first reported a position in CHTR in Q2 2021 and held it in 5 quarters. The position peaked at $452K in Q1 2022. 887 funds tracked by Wall St. Rank hold CHTR as of Q4 2022.

  • West Family Investments reported no remaining Charter Communications position as of Q4 2022 after selling out during the quarter.
  • West Family Investments sold 917 Charter Communications shares in Q4 2022, an estimated $278K.
  • West Family Investments first reported a position in Charter Communications in Q2 2021 and held it in 5 quarters.
  • West Family Investments's Charter Communications position peaked at $452K in Q1 2022.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q4 2022.

Based on West Family Investments's 13F filing for Q4 2022, filed 8 Feb 2023.