Clarus Wealth Advisors’s Comcast CMCSA Stock Holding History

Clarus 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 Q1	–	Sell	-4,720	Closed	-$201K	–	134
2023 Q4	$201K	Buy	+4,720	New	+$202K	0.12%	120
2021 Q4	–	Sell	-3,858	Closed	-$219K	–	107
2021 Q3	$219K	Buy	+3,858	New	+$225K	0.13%	94
2020 Q2	–	Sell	-18,129	Closed	-$615K	–	132
2020 Q1	$615K	Buy	18,129 +107	+0.6%	+$4.51K	0.61%	44
2019 Q4	$820K	Buy	18,022 +4,244	+31%	+$189K	0.54%	42
2019 Q3	$621K	Buy	13,778 +5,774	+72%	+$256K	0.45%	48
2019 Q2	$338K	Buy	8,004 +2,908	+57%	+$123K	0.24%	73
2019 Q1	$204K	Sell	5,096 -5,295	-51%	-$199K	0.15%	99
2018 Q4	$354K	Sell	10,391 -943	-8%	-$34.4K	0.56%	32
2018 Q3	$401K	Buy	11,334 +9,505	+520%	+$336K	0.26%	42
2018 Q2	$62K	Buy	+1,829	New	+$59.6K	0.05%	252

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 International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

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

Clarus Wealth Advisors's CMCSA Position: Q1 2024 in Review

Clarus Wealth Advisors sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 4,720 shares — an estimated $201K sold.

Clarus Wealth Advisors first reported a position in CMCSA in Q2 2018 and held it in 10 quarters. The position peaked at $820K in Q4 2019. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

Clarus Wealth Advisors reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 4,720 Comcast shares in Q1 2024, an estimated $201K.
Clarus Wealth Advisors first reported a position in Comcast in Q2 2018 and held it in 10 quarters.
Clarus Wealth Advisors's Comcast position peaked at $820K in Q4 2019.
2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Clarus Wealth Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.