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Colton Groome Financial Advisors’s Comcast CMCSA Stock Holding History

Colton Groome Financial 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
-4,624
Closed -$203K – 122
2023
Q4 		$203K Buy
+4,624
New +$198K 0.09% 120
2023
Q2 		– Sell
-9,791
Closed -$371K – 122
2023
Q1 		$371K Buy
9,791
+1,485
+18% +$56.1K 0.18% 97
2022
Q4 		$290K Buy
8,306
+1,363
+20% +$45.1K 0.14% 102
2022
Q3 		$204K Buy
6,943
+752
+12% +$28.1K 0.1% 114
2022
Q2 		$243K Buy
+6,191
New +$265K 0.12% 97

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Colton Groome Financial Advisors's CMCSA Position: Q1 2024 in Review

Colton Groome Financial Advisors sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 4,624 shares — an estimated $203K sold.

Colton Groome Financial Advisors first reported a position in CMCSA in Q2 2022 and held it in 5 quarters. The position peaked at $371K in Q1 2023. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Colton Groome Financial Advisors reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 4,624 Comcast shares in Q1 2024, an estimated $203K.
  • Colton Groome Financial Advisors first reported a position in Comcast in Q2 2022 and held it in 5 quarters.
  • Colton Groome Financial Advisors's Comcast position peaked at $371K in Q1 2023.
  • 2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.