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Wolf Group Capital Advisors’s Charter Communications CHTR Stock Holding History

Wolf Group Capital 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
2025
Q1 		– Sell
-1,866
Closed -$686K – 169
2024
Q4 		$686K Hold
1,866
– – 0.33% 74
2024
Q3 		$686K Buy
+1,866
New +$628K 0.33% 75
2024
Q2 		– Sell
-1,866
Closed -$686K – 130
2024
Q1 		$686K Hold
1,866
– – 0.33% 75
2023
Q4 		$686K Buy
1,866
+47
+3% +$19.2K 0.33% 75
2023
Q3 		$800K Sell
1,819
-45
-2% -$18.7K 0.38% 73
2023
Q2 		$611K Sell
1,864
-121
-6% -$41.3K 0.3% 76
2023
Q1 		$710K Sell
1,985
-167
-8% -$62.4K 0.35% 72
2022
Q4 		$730K Sell
2,152
-29
-1% -$10.2K 0.34% 75
2022
Q3 		$662K Buy
2,181
+2
+0.1% +$856 0.36% 73
2022
Q2 		$1.02M Buy
2,179
+266
+14% +$130K 0.53% 62
2022
Q1 		$1.04M Buy
+1,913
New +$1.12M 0.53% 60

Other funds holding CHTR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wolf Group Capital Advisors's CHTR Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 1,866 shares — an estimated $686K sold.

Wolf Group Capital Advisors first reported a position in CHTR in Q1 2022 and held it in 11 quarters. The position peaked at $1.04M in Q1 2022. 876 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 1,866 Charter Communications shares in Q1 2025, an estimated $686K.
  • Wolf Group Capital Advisors first reported a position in Charter Communications in Q1 2022 and held it in 11 quarters.
  • Wolf Group Capital Advisors's Charter Communications position peaked at $1.04M in Q1 2022.
  • 876 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.