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Briaud Financial Planning’s Comcast CMCSA Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-291
Closed -$11K – 137
2024
Q2 		$11K Buy
+291
New +$11.4K 0.01% 103
2023
Q4 		– Sell
-128
Closed -$5K – 46
2023
Q3 		$5K Buy
+128
New +$5.71K ﹤0.01% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briaud Financial Planning's CMCSA Position: Q3 2024 in Review

Briaud Financial Planning sold out of Comcast (CMCSA) in Q3 2024, closing a stake of 291 shares — an estimated $11K sold.

Briaud Financial Planning first reported a position in CMCSA in Q3 2023 and held it in 2 quarters. The position peaked at $11K in Q2 2024. 2,365 funds tracked by Wall St. Rank hold CMCSA as of Q3 2024.

  • Briaud Financial Planning reported no remaining Comcast position as of Q3 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 291 Comcast shares in Q3 2024, an estimated $11K.
  • Briaud Financial Planning first reported a position in Comcast in Q3 2023 and held it in 2 quarters.
  • Briaud Financial Planning's Comcast position peaked at $11K in Q2 2024.
  • 2,365 funds tracked by Wall St. Rank held Comcast as of Q3 2024.

Based on Briaud Financial Planning's 13F filing for Q3 2024, filed 8 Nov 2024.