Clear Perspective Advisors’s Comcast CMCSA Stock Holding History

Clear Perspective 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
2021 Q4	$580K	Sell	11,518 -10,726	-48%	-$559K	0.18%	88
2021 Q3	$1.24M	Sell	22,244 -50	-0.2%	-$2.92K	0.43%	41
2021 Q2	$1.27M	Buy	22,294 +332	+2%	+$18.6K	0.44%	41
2021 Q1	$1.19M	Buy	21,962 +108	+0.5%	+$5.71K	0.46%	40
2020 Q4	$1.15M	Sell	21,854 -1,171	-5%	-$56.1K	0.47%	40
2020 Q3	$249	Sell	23,025 -312	-1%	-$13.6K	0.12%	120
2020 Q2	$910K	Buy	23,337 +1,759	+8%	+$67K	0.5%	34
2020 Q1	$742K	Buy	21,578 +688	+3%	+$29K	0.5%	42
2019 Q4	$939K	Buy	20,890 +212	+1%	+$9.44K	0.58%	46
2019 Q3	$932K	Buy	+20,678	New	+$916K	0.42%	53
2019 Q2	–	Sell	-25,988	Closed	-$1.1M	–	45
2019 Q1	$1.09M	Buy	25,988 +5,941	+30%	+$224K	0.77%	32
2018 Q4	$683K	Buy	20,047 +10,493	+110%	+$383K	0.57%	52
2018 Q3	$338K	Buy	9,554 +692	+8%	+$24.5K	0.25%	106
2018 Q2	$291K	Buy	8,862 +5,700	+180%	+$186K	0.2%	114
2018 Q1	$108K	Hold	3,162	–	–	0.08%	178
2017 Q4	$127K	Hold	3,162	–	–	0.1%	166
2017 Q3	$122K	Buy	3,162 +440	+16%	+$17.3K	0.1%	169
2017 Q2	$106K	Buy	2,722 +1,362	+100%	+$53.7K	0.09%	165
2017 Q1	$51K	Hold	1,360	–	–	0.03%	210
2016 Q4	$47K	Buy	+1,360	New	+$45.4K	0.03%	206

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspective Advisors's CMCSA Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Comcast (CMCSA) stake by 48% in Q4 2021, selling an estimated $559K and leaving 11,518 shares worth $580K. The position accounts for 0.18% of the portfolio, ranked #88.

Clear Perspective Advisors first reported a position in CMCSA in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.27M in Q2 2021. 2,416 funds tracked by Wall St. Rank hold CMCSA as of Q4 2021.

Clear Perspective Advisors held 11,518 shares of Comcast worth $580K as of Q4 2021.
Clear Perspective Advisors sold 10,726 Comcast shares in Q4 2021, an estimated $559K.
Comcast made up 0.18% of Clear Perspective Advisors's portfolio in Q4 2021, its #88 holding.
Clear Perspective Advisors first reported a position in Comcast in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Comcast position peaked at $1.27M in Q2 2021.
2,416 funds tracked by Wall St. Rank held Comcast as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.