HCR Wealth Advisors’s Comcast CMCSA Stock Holding History

HCR 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 Q4	–	Sell	-5,035	Closed	-$210K	–	229
2024 Q3	$210K	Buy	+5,035	New	+$199K	0.03%	219
2024 Q2	–	Sell	-5,078	Closed	-$220K	–	223
2024 Q1	$220K	Sell	5,078 -131	-3%	-$5.65K	0.03%	205
2023 Q4	$228K	Buy	+5,209	New	+$223K	0.04%	184
2021 Q3	–	Sell	-3,524	Closed	-$201K	–	200
2021 Q2	$201K	Buy	+3,524	New	+$197K	0.03%	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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCR Wealth Advisors's CMCSA Position: Q4 2024 in Review

HCR Wealth Advisors sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 5,035 shares — an estimated $210K sold.

HCR Wealth Advisors first reported a position in CMCSA in Q2 2021 and held it in 4 quarters. The position peaked at $228K in Q4 2023. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

HCR Wealth Advisors reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
HCR Wealth Advisors sold 5,035 Comcast shares in Q4 2024, an estimated $210K.
HCR Wealth Advisors first reported a position in Comcast in Q2 2021 and held it in 4 quarters.
HCR Wealth Advisors's Comcast position peaked at $228K in Q4 2023.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on HCR Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.