BSW Wealth Partners’s Comcast CMCSA Stock Holding History

BSW Wealth Partners’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	-6,002	Closed	-$251K	–	314
2024 Q3	$251K	Buy	+6,002	New	+$237K	0.04%	258
2023 Q4	–	Sell	-5,850	Closed	-$259K	–	276
2023 Q3	$259K	Sell	5,850 -131	-2%	-$5.85K	0.06%	201
2023 Q2	$249K	Sell	5,981 -9	-0.2%	-$357	0.05%	215
2023 Q1	$227K	Buy	5,990 +105	+2%	+$3.97K	0.05%	273
2022 Q4	$206K	Buy	+5,885	New	+$195K	0.04%	276
2021 Q3	–	Sell	-6,683	Closed	-$381K	–	254
2021 Q2	$381K	Sell	6,683 -2,416	-27%	-$135K	0.1%	132
2021 Q1	$492K	Buy	9,099 +854	+10%	+$45.1K	0.14%	90
2020 Q4	$432K	Buy	8,245 +361	+5%	+$17.3K	0.13%	90
2020 Q3	$365K	Buy	7,884 +342	+5%	+$14.9K	0.14%	90
2020 Q2	$294K	Sell	7,542 -884	-10%	-$33.7K	0.1%	107
2020 Q1	$290K	Buy	8,426 +921	+12%	+$38.9K	0.12%	82
2019 Q4	$337K	Buy	7,505 +2,734	+57%	+$122K	0.11%	86
2019 Q3	$215K	Buy	+4,771	New	+$211K	0.08%	97

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's CMCSA Position: Q4 2024 in Review

BSW Wealth Partners sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 6,002 shares — an estimated $251K sold.

BSW Wealth Partners first reported a position in CMCSA in Q3 2019 and held it in 13 quarters. The position peaked at $492K in Q1 2021. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

BSW Wealth Partners reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
BSW Wealth Partners sold 6,002 Comcast shares in Q4 2024, an estimated $251K.
BSW Wealth Partners first reported a position in Comcast in Q3 2019 and held it in 13 quarters.
BSW Wealth Partners's Comcast position peaked at $492K in Q1 2021.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on BSW Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.