Wipfli Financial Advisors’s Charter Communications CHTR Stock Holding History

Wipfli Financial 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
2022 Q3	$403K	Buy	+1,327	New	+$568K	0.03%	267

Other funds holding CHTR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

VAM

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

Wipfli Financial Advisors's CHTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Charter Communications (CHTR) in Q3 2022: 1,327 shares worth $403K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

837 funds tracked by Wall St. Rank hold CHTR as of Q3 2022.

Wipfli Financial Advisors held 1,327 shares of Charter Communications worth $403K as of Q3 2022.
Charter Communications was a new Wipfli Financial Advisors position in Q3 2022.
Charter Communications made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #267 holding.
837 funds tracked by Wall St. Rank held Charter Communications as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.