Finivi Inc’s Comcast CMCSA Stock Holding History

Finivi Inc’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 Q3	–	Sell	-5,221	Closed	-$204K	–	87
2024 Q2	$204K	Sell	5,221 -14,805	-74%	-$579K	0.17%	87
2024 Q1	$868K	Sell	20,026 -20,088	-50%	-$867K	0.79%	36
2023 Q4	$1.76M	Buy	+40,114	New	+$1.72M	1.72%	19

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Finivi Inc's CMCSA Position: Q3 2024 in Review

Finivi Inc sold out of Comcast (CMCSA) in Q3 2024, closing a stake of 5,221 shares — an estimated $204K sold.

Finivi Inc first reported a position in CMCSA in Q4 2023 and held it in 3 quarters. The position peaked at $1.76M in Q4 2023. 2,366 funds tracked by Wall St. Rank hold CMCSA as of Q3 2024.

Finivi Inc reported no remaining Comcast position as of Q3 2024 after selling out during the quarter.
Finivi Inc sold 5,221 Comcast shares in Q3 2024, an estimated $204K.
Finivi Inc first reported a position in Comcast in Q4 2023 and held it in 3 quarters.
Finivi Inc's Comcast position peaked at $1.76M in Q4 2023.
2,366 funds tracked by Wall St. Rank held Comcast as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.