IAM Advisory’s Comcast CMCSA Stock Holding History

IAM 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
2023 Q1	–	Sell	-24,067	Closed	-$842K	–	93
2022 Q4	$842K	Buy	24,067 +1,912	+9%	+$63.2K	0.31%	47
2022 Q3	$650K	Buy	22,155 +1,234	+6%	+$46.1K	0.27%	52
2022 Q2	$821K	Buy	20,921 +1,316	+7%	+$56.4K	0.34%	44
2022 Q1	$918K	Buy	19,605 +774	+4%	+$37.3K	0.37%	43
2021 Q4	$951K	Buy	18,831 +2,000	+12%	+$104K	0.38%	44
2021 Q3	$879K	Buy	+16,831	New	+$981K	0.37%	44
2021 Q2	–	Sell	-15,527	Closed	-$878K	–	57
2021 Q1	$878K	Buy	15,527 +820	+6%	+$43.3K	0.38%	39
2020 Q4	$742K	Buy	+14,707	New	+$705K	0.37%	41

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAM Advisory's CMCSA Position: Q1 2023 in Review

IAM Advisory sold out of Comcast (CMCSA) in Q1 2023, closing a stake of 24,067 shares — an estimated $842K sold.

IAM Advisory first reported a position in CMCSA in Q4 2020 and held it in 8 quarters. The position peaked at $951K in Q4 2021. 2,224 funds tracked by Wall St. Rank hold CMCSA as of Q1 2023.

IAM Advisory reported no remaining Comcast position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 24,067 Comcast shares in Q1 2023, an estimated $842K.
IAM Advisory first reported a position in Comcast in Q4 2020 and held it in 8 quarters.
IAM Advisory's Comcast position peaked at $951K in Q4 2021.
2,224 funds tracked by Wall St. Rank held Comcast as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.