BWA
CMCSA icon

Bordeaux Wealth Advisors’s Comcast CMCSA Stock Holding History

Bordeaux 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
2024
Q4 		– Sell
-4,929
Closed -$206K – 163
2024
Q3 		$206K Buy
+4,929
New +$195K 0.04% 156
2022
Q1 		– Sell
-4,410
Closed -$222K – 90
2021
Q4 		$222K Buy
+4,410
New +$230K 0.1% 88

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

Bordeaux Wealth Advisors's CMCSA Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 4,929 shares — an estimated $206K sold.

Bordeaux Wealth Advisors first reported a position in CMCSA in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 4,929 Comcast shares in Q4 2024, an estimated $206K.
  • Bordeaux Wealth Advisors first reported a position in Comcast in Q4 2021 and held it in 2 quarters.
  • Bordeaux Wealth Advisors's Comcast position peaked at $222K in Q4 2021.
  • 2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.