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Evolution Wealth Advisors’s Comcast CMCSA Stock Holding History

Evolution Wealth 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 		– Sell
-1,592
Closed -$89K – 249
2021
Q3 		$89K Buy
1,592
+491
+45% +$28.6K 0.02% 157
2021
Q2 		$63K Sell
1,101
-231
-17% -$12.9K 0.01% 193
2021
Q1 		$72K Buy
1,332
+218
+20% +$11.5K 0.02% 173
2020
Q4 		$58K Sell
1,114
-250
-18% -$12K 0.01% 173
2020
Q3 		$63K Buy
1,364
+523
+62% +$22.7K 0.02% 167
2020
Q2 		$33K Buy
841
+342
+69% +$13K 0.01% 165
2020
Q1 		$17K Sell
499
-256
-34% -$10.8K 0.01% 160
2019
Q4 		$34K Buy
755
+296
+64% +$13.2K 0.01% 181
2019
Q3 		$21K Sell
459
-151
-25% -$6.69K 0.01% 92
2019
Q2 		$26K Buy
+610
New +$25.7K 0.01% 113

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evolution Wealth Advisors's CMCSA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Comcast (CMCSA) in Q4 2021, closing a stake of 1,592 shares — an estimated $89K sold.

Evolution Wealth Advisors first reported a position in CMCSA in Q2 2019 and held it in 10 quarters. The position peaked at $89K in Q3 2021. 2,415 funds tracked by Wall St. Rank hold CMCSA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Comcast position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,592 Comcast shares in Q4 2021, an estimated $89K.
  • Evolution Wealth Advisors first reported a position in Comcast in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Comcast position peaked at $89K in Q3 2021.
  • 2,415 funds tracked by Wall St. Rank held Comcast as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.