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Beacon Pointe Wealth Advisors’s Comcast CMCSA Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$328K Buy
7,273
+577
+9% +$25.7K 0.06% 205
2019
Q3 		$302K Sell
6,696
-2,967
-31% -$131K 0.06% 213
2019
Q2 		$407K Buy
9,663
+2,707
+39% +$114K 0.09% 182
2019
Q1 		$278K Buy
6,956
+87
+1% +$3.27K 0.06% 214
2018
Q4 		$233K Buy
+6,869
New +$251K 0.08% 198

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CMCSA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Comcast (CMCSA) stake by 8.6% in Q4 2019, buying an estimated $25.7K and bringing the position to 7,273 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #205.

Beacon Pointe Wealth Advisors first reported a position in CMCSA in Q4 2018 and has held it in 5 quarters since. The position peaked at $407K in Q2 2019. 2,044 funds tracked by Wall St. Rank hold CMCSA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 7,273 shares of Comcast worth $328K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 577 Comcast shares in Q4 2019, an estimated $25.7K.
  • Comcast made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #205 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Comcast in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Comcast position peaked at $407K in Q2 2019.
  • 2,044 funds tracked by Wall St. Rank held Comcast as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.