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Avitas Wealth Management’s Comcast CMCSA Stock Holding History

Avitas Wealth Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.2M Buy
58,490
+328
+0.6% +$13.6K 0.3% 86
2024
Q3 		$2.43M Buy
58,162
+700
+1% +$27.6K 0.34% 79
2024
Q2 		$2.25M Sell
57,462
-12,462
-18% -$488K 0.33% 81
2024
Q1 		$3.03M Buy
69,924
+633
+0.9% +$27.3K 0.46% 55
2023
Q4 		$3.04M Buy
69,291
+1,977
+3% +$84.7K 0.51% 50
2023
Q3 		$2.98M Sell
67,314
-734
-1% -$32.8K 0.57% 47
2023
Q2 		$2.83M Buy
68,048
+15,472
+29% +$615K 0.51% 52
2023
Q1 		$1.99M Buy
+52,576
New +$1.99M 0.39% 76
2022
Q3 		– Sell
-54,851
Closed -$2.15M – 192
2022
Q2 		$2.15M Sell
54,851
-55,664
-50% -$2.39M 0.47% 64
2022
Q1 		$5.17M Buy
110,515
+34,711
+46% +$1.67M 0.93% 20
2021
Q4 		$3.81M Sell
75,804
-9,896
-12% -$516K 0.64% 60
2021
Q3 		$4.79M Buy
85,700
+17,133
+25% +$999K 0.87% 37
2021
Q2 		$3.91M Buy
68,567
+13,812
+25% +$772K 0.7% 52
2021
Q1 		$2.96M Buy
54,755
+8,158
+18% +$431K 0.58% 64
2020
Q4 		$2.44M Buy
46,597
+10,303
+28% +$494K 0.49% 85
2020
Q3 		$1.68M Buy
+36,294
New +$1.58M 0.47% 85
2020
Q1 		– Sell
-91,781
Closed -$4.13M – 136
2019
Q4 		$4.13M Buy
91,781
+16,828
+22% +$749K 1.06% 26
2019
Q3 		$3.38M Buy
74,953
+3,026
+4% +$134K 0.93% 37
2019
Q2 		$3.04M Sell
71,927
-28,230
-28% -$1.19M 0.85% 48
2019
Q1 		$4M Buy
100,157
+991
+1% +$37.3K 1.17% 21
2018
Q4 		$3.38M Sell
99,166
-2,617
-3% -$95.5K 1.11% 26
2018
Q3 		$3.6M Buy
101,783
+3,160
+3% +$112K 1.02% 29
2018
Q2 		$3.24M Buy
+98,623
New +$3.21M 1.01% 28

Other funds holding CMCSA

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's CMCSA Position: Q4 2024 in Review

Avitas Wealth Management increased its Comcast (CMCSA) stake by 0.56% in Q4 2024, buying an estimated $13.6K and bringing the position to 58,490 shares worth $2.2M. The position accounts for 0.3% of the portfolio, ranked #86.

Avitas Wealth Management first reported a position in CMCSA in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.17M in Q1 2022. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

  • Avitas Wealth Management held 58,490 shares of Comcast worth $2.2M as of Q4 2024.
  • Avitas Wealth Management bought 328 Comcast shares in Q4 2024, an estimated $13.6K.
  • Comcast made up 0.3% of Avitas Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Avitas Wealth Management first reported a position in Comcast in Q2 2018 and has held it in 23 quarters since.
  • Avitas Wealth Management's Comcast position peaked at $5.17M in Q1 2022.
  • 2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.