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Beam Wealth Advisors’s Comcast CMCSA Stock Holding History

Beam 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
2020
Q4 		– Sell
-5,733
Closed -$265K – 128
2020
Q3 		$265K Sell
5,733
-140
-2% -$6.09K 0.25% 104
2020
Q2 		$237K Buy
+5,873
New +$224K 0.24% 107
2020
Q1 		– Sell
-5,108
Closed -$230K – 146
2019
Q4 		$230K Buy
+5,108
New +$227K 0.21% 134

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Beam Wealth Advisors's CMCSA Position: Q4 2020 in Review

Beam Wealth Advisors sold out of Comcast (CMCSA) in Q4 2020, closing a stake of 5,733 shares — an estimated $265K sold.

Beam Wealth Advisors first reported a position in CMCSA in Q4 2019 and held it in 3 quarters. The position peaked at $265K in Q3 2020. 2,236 funds tracked by Wall St. Rank hold CMCSA as of Q4 2020.

  • Beam Wealth Advisors reported no remaining Comcast position as of Q4 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 5,733 Comcast shares in Q4 2020, an estimated $265K.
  • Beam Wealth Advisors first reported a position in Comcast in Q4 2019 and held it in 3 quarters.
  • Beam Wealth Advisors's Comcast position peaked at $265K in Q3 2020.
  • 2,236 funds tracked by Wall St. Rank held Comcast as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.