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WR Wealth Planners’s Charter Communications CHTR Stock Holding History

WR Wealth Planners’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
Q4 		$15.4K Buy
45
+16
+55% +$5.79K 0.01% 524
2024
Q3 		$9.4K Hold
29
– – ﹤0.01% 641
2024
Q2 		$8.67K Buy
29
+24
+480% +$6.55K ﹤0.01% 621
2024
Q1 		$1.45K Buy
+5
New +$1.61K ﹤0.01% 921

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

WR Wealth Planners's CHTR Position: Q4 2024 in Review

WR Wealth Planners increased its Charter Communications (CHTR) stake by 55% in Q4 2024, buying an estimated $5.79K and bringing the position to 45 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #524.

WR Wealth Planners first reported a position in CHTR in Q1 2024 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold CHTR as of Q4 2024.

  • WR Wealth Planners held 45 shares of Charter Communications worth $15.4K as of Q4 2024.
  • WR Wealth Planners bought 16 Charter Communications shares in Q4 2024, an estimated $5.79K.
  • Charter Communications made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #524 holding.
  • WR Wealth Planners first reported a position in Charter Communications in Q1 2024 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held Charter Communications as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.