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Evernest Financial Advisors’s Comcast CMCSA Stock Holding History

Evernest 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
2025
Q1 		– Sell
-6,807
Closed -$255K – 154
2024
Q4 		$255K Buy
6,807
+117
+2% +$4.86K 0.07% 140
2024
Q3 		$279K Sell
6,690
-106
-2% -$4.18K 0.08% 134
2024
Q2 		$266K Sell
6,796
-425
-6% -$16.6K 0.12% 117
2024
Q1 		$291K Sell
7,221
-525
-7% -$22.6K 0.14% 107
2023
Q4 		$340K Buy
+7,746
New +$332K 0.17% 102
2021
Q4 		$332K Buy
+7,882
New +$411K 0.17% 95

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 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evernest Financial Advisors's CMCSA Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 6,807 shares — an estimated $255K sold.

Evernest Financial Advisors first reported a position in CMCSA in Q4 2021 and held it in 6 quarters. The position peaked at $340K in Q4 2023. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 6,807 Comcast shares in Q1 2025, an estimated $255K.
  • Evernest Financial Advisors first reported a position in Comcast in Q4 2021 and held it in 6 quarters.
  • Evernest Financial Advisors's Comcast position peaked at $340K in Q4 2023.
  • 2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.