Wilbanks Smith & Thomas Asset Management’s Charter Communications CHTR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	–	Sell	-359	Closed	-$234K	–	508
2021 Q4	$234K	Sell	359 -48	-12%	-$32.7K	0.01%	463
2021 Q3	$296K	Buy	407 +5	+1%	+$3.79K	0.01%	388
2021 Q2	$290K	Sell	402 -21	-5%	-$14.1K	0.01%	399
2021 Q1	$261K	Buy	423 +55	+15%	+$34.4K	0.01%	400
2020 Q4	$243K	Hold	368	–	–	0.01%	376
2020 Q3	$230K	Buy	+368	New	+$217K	0.01%	355
2018 Q4	–	Sell	-223	Closed	-$73K	–	510
2018 Q3	$73K	Buy	+223	New	+$68.1K	﹤0.01%	606

Other funds holding CHTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

VAM

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

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

Wilbanks Smith & Thomas Asset Management's CHTR Position: Q1 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Charter Communications (CHTR) in Q1 2022, closing a stake of 359 shares — an estimated $234K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CHTR in Q3 2018 and held it in 7 quarters. The position peaked at $296K in Q3 2021. 992 funds tracked by Wall St. Rank hold CHTR as of Q1 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Charter Communications position as of Q1 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 359 Charter Communications shares in Q1 2022, an estimated $234K.
Wilbanks Smith & Thomas Asset Management first reported a position in Charter Communications in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Charter Communications position peaked at $296K in Q3 2021.
992 funds tracked by Wall St. Rank held Charter Communications as of Q1 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2022, filed 5 May 2022.