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Cypress Point Wealth Management’s Comcast CMCSA Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-11,810
Closed -$619K – 124
2020
Q4 		$619K Buy
+11,810
New +$566K 0.94% 31

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cypress Point Wealth Management's CMCSA Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Comcast (CMCSA) in Q1 2021, closing a stake of 11,810 shares — an estimated $619K sold.

Cypress Point Wealth Management first reported a position in CMCSA in Q4 2020 and held it in 1 quarter. The position peaked at $619K in Q4 2020. 2,300 funds tracked by Wall St. Rank hold CMCSA as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Comcast position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 11,810 Comcast shares in Q1 2021, an estimated $619K.
  • Cypress Point Wealth Management first reported a position in Comcast in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Comcast position peaked at $619K in Q4 2020.
  • 2,300 funds tracked by Wall St. Rank held Comcast as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.