Delap Wealth Advisory’s Comcast CMCSA Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-10,552	Closed	-$457K	–	158
2024 Q1	$457K	Buy	+10,552	New	+$455K	0.18%	86

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 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's CMCSA Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Comcast (CMCSA) in Q2 2024, closing a stake of 10,552 shares — an estimated $457K sold.

Delap Wealth Advisory first reported a position in CMCSA in Q1 2024 and held it in 1 quarter. The position peaked at $457K in Q1 2024. 2,342 funds tracked by Wall St. Rank hold CMCSA as of Q2 2024.

Delap Wealth Advisory reported no remaining Comcast position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 10,552 Comcast shares in Q2 2024, an estimated $457K.
Delap Wealth Advisory first reported a position in Comcast in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Comcast position peaked at $457K in Q1 2024.
2,342 funds tracked by Wall St. Rank held Comcast as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.