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Forefront Wealth Management’s Comcast CMCSA Stock Holding History

Forefront Wealth Management’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
2023
Q3 		$229K Hold
5,160
– – 0.32% 38
2023
Q2 		$214K Buy
+5,160
New +$205K 0.28% 39
2022
Q3 		– Sell
-5,160
Closed -$203K – 46
2022
Q2 		$203K Hold
5,160
– – 0.27% 45
2022
Q1 		$242K Hold
5,160
– – 0.24% 46
2021
Q4 		$260K Buy
+5,160
New +$269K 0.25% 44

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forefront Wealth Management's CMCSA Position: Q3 2023 in Review

Forefront Wealth Management held its Comcast (CMCSA) position steady in Q3 2023 at 5,160 shares worth $229K. The position accounts for 0.32% of the portfolio, ranked #38.

Forefront Wealth Management first reported a position in CMCSA in Q4 2021 and has held it in 5 quarters since. The position peaked at $260K in Q4 2021. 2,327 funds tracked by Wall St. Rank hold CMCSA as of Q3 2023.

  • Forefront Wealth Management held 5,160 shares of Comcast worth $229K as of Q3 2023.
  • Forefront Wealth Management left its Comcast share count unchanged in Q3 2023.
  • Comcast made up 0.32% of Forefront Wealth Management's portfolio in Q3 2023, its #38 holding.
  • Forefront Wealth Management first reported a position in Comcast in Q4 2021 and has held it in 5 quarters since.
  • Forefront Wealth Management's Comcast position peaked at $260K in Q4 2021.
  • 2,327 funds tracked by Wall St. Rank held Comcast as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.