BT Wealth Management’s Comcast CMCSA Stock Holding History

BT Wealth Management’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
2022 Q2	–	Sell	-5,488	Closed	-$257K	–	68
2022 Q1	$257K	Sell	5,488 -500	-8%	-$24.1K	0.07%	59
2021 Q4	$301K	Buy	5,988 +232	+4%	+$12.1K	0.08%	53
2021 Q3	$322K	Buy	5,756 +500	+10%	+$29.2K	0.1%	41
2021 Q2	$300K	Buy	5,256 +1,140	+28%	+$63.7K	0.09%	44
2021 Q1	$223K	Hold	4,116	–	–	0.07%	54
2020 Q4	$216K	Buy	+4,116	New	+$197K	0.08%	56
2019 Q1	–	Sell	-9,265	Closed	-$345K	–	64
2018 Q4	$345K	Buy	+9,265	New	+$338K	0.15%	69

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

BT Wealth Management's CMCSA Position: Q2 2022 in Review

BT Wealth Management sold out of Comcast (CMCSA) in Q2 2022, closing a stake of 5,488 shares — an estimated $257K sold.

BT Wealth Management first reported a position in CMCSA in Q4 2018 and held it in 7 quarters. The position peaked at $345K in Q4 2018. 2,276 funds tracked by Wall St. Rank hold CMCSA as of Q2 2022.

BT Wealth Management reported no remaining Comcast position as of Q2 2022 after selling out during the quarter.
BT Wealth Management sold 5,488 Comcast shares in Q2 2022, an estimated $257K.
BT Wealth Management first reported a position in Comcast in Q4 2018 and held it in 7 quarters.
BT Wealth Management's Comcast position peaked at $345K in Q4 2018.
2,276 funds tracked by Wall St. Rank held Comcast as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.