Financial Synergies Wealth Advisors’s Comcast CMCSA Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-769	Closed	-$33.4K	–	139
2024 Q1	$33.4K	Buy	769 +593	+337%	+$25.6K	﹤0.01%	154
2023 Q4	$6.16K	Sell	176 -589	-77%	-$25.2K	﹤0.01%	206
2023 Q3	$33.9K	Buy	765 +3	+0.4%	+$134	﹤0.01%	140
2023 Q2	$31.7K	Sell	762 -172	-18%	-$6.83K	﹤0.01%	136
2023 Q1	$35.4K	Buy	934 +758	+431%	+$28.7K	0.01%	132
2022 Q4	$6.16K	Hold	176	–	–	﹤0.01%	206
2022 Q3	$5.16K	Hold	176	–	–	﹤0.01%	186
2022 Q2	$6.91K	Buy	+176	New	+$7.55K	﹤0.01%	185

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

Financial Synergies Wealth Advisors's CMCSA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Comcast (CMCSA) in Q2 2024, closing a stake of 769 shares — an estimated $33.4K sold.

Financial Synergies Wealth Advisors first reported a position in CMCSA in Q2 2022 and held it in 8 quarters. The position peaked at $35.4K in Q1 2023. 2,341 funds tracked by Wall St. Rank hold CMCSA as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Comcast position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 769 Comcast shares in Q2 2024, an estimated $33.4K.
Financial Synergies Wealth Advisors first reported a position in Comcast in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Comcast position peaked at $35.4K in Q1 2023.
2,341 funds tracked by Wall St. Rank held Comcast as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.