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Global Wealth Management Investment Advisory’s Comcast CMCSA Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-872
Closed -$38.2K – 197
2023
Q4 		$38.2K Sell
872
-400
-31% -$17.1K 0.01% 210
2023
Q3 		$56.4K Buy
1,272
+40
+3% +$1.79K 0.02% 188
2023
Q2 		$51.2K Buy
+1,232
New +$48.9K 0.01% 190
2022
Q3 		– Sell
-1,096
Closed -$43K – 205
2022
Q2 		$43K Buy
1,096
+64
+6% +$2.74K 0.01% 187
2022
Q1 		$48K Hold
1,032
– – 0.01% 195
2021
Q4 		$52K Sell
1,032
-1,000
-49% -$52.1K 0.02% 188
2021
Q3 		$114K Hold
2,032
– – 0.04% 164
2021
Q2 		$116K Hold
2,032
– – 0.04% 162
2021
Q1 		$110K Sell
2,032
-108
-5% -$5.71K 0.04% 155
2020
Q4 		$112K Buy
2,140
+108
+5% +$5.17K 0.04% 135
2020
Q3 		$94K Sell
2,032
-1,642
-45% -$71.4K 0.04% 135
2020
Q2 		$143K Buy
3,674
+85
+2% +$3.24K 0.06% 125
2020
Q1 		$123K Buy
3,589
+227
+7% +$9.58K 0.06% 119
2019
Q4 		$151K Buy
3,362
+15
+0.4% +$668 0.06% 121
2019
Q3 		$151K Buy
3,347
+302
+10% +$13.4K 0.07% 113
2019
Q2 		$129K Buy
3,045
+395
+15% +$16.7K 0.06% 119
2019
Q1 		$106K Sell
2,650
-182
-6% -$6.85K 0.06% 157
2018
Q4 		$96K Buy
+2,832
New +$103K 0.06% 179

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Global Wealth Management Investment Advisory's CMCSA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 872 shares — an estimated $38.2K sold.

Global Wealth Management Investment Advisory first reported a position in CMCSA in Q4 2018 and held it in 18 quarters. The position peaked at $151K in Q4 2019. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 872 Comcast shares in Q1 2024, an estimated $38.2K.
  • Global Wealth Management Investment Advisory first reported a position in Comcast in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Comcast position peaked at $151K in Q4 2019.
  • 2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.