Wolf Group Capital Advisors CHTR CHARTER COMMUNICATIONS INC N

Ownership history in Wolf Group Capital Advisors  ·  11 quarters on record

AI Ownership Summary

Wolf Group Capital Advisors reported CHARTER COMMUNICATIONS INC N (CHTR) in 11 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows CHTR at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wolf Group Capital Advisors's position in CHARTER COMMUNICATIONS INC N, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

CHTR was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wolf Group Capital Advisors held CHTR — position size vs. price
% of Fund (quarterly)    CHTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 1,866 0% 0.33% $686K 2025-02-18 $361.74
2024 Q3 UNCHANGED 1,866 0% 0.33% $686K 2024-11-01 $366.49
2024 Q1 UNCHANGED 1,866 0% 0.33% $686K 2024-04-25 $259.10
2023 Q4 ADDED 1,866 +47 +2.6% 0.33% $686K 2024-01-22 $373.15
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wolf Group Capital Advisors and CHTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wolf Group Capital Advisors reported owning CHTR?

Wolf Group Capital Advisors reported CHTR across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported CHTR position in Wolf Group Capital Advisors's portfolio?

The largest reported portfolio weight for CHTR was 0.33% in 2024 Q4.

What is the latest reported CHTR position on this page?

The most recent filing on this page is 2024 Q4, when Wolf Group Capital Advisors reported 1,866 shares, equal to 0.33% of portfolio, with an estimated market value of $686K.

What does the chart on this CHTR ownership page compare?

The chart compares Wolf Group Capital Advisors's quarterly CHTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wolf Group Capital Advisors time their CHTR position?

Based on 13F filing dates vs. subsequent CHTR price moves, Wolf Group Capital Advisors correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on CHTR relative to SPY over the holding period was -23.2%.

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