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Insight Wealth Strategies’s Comcast CMCSA Stock Holding History

Insight Wealth Strategies’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
-66,183
Closed -$2.9M – 165
2023
Q4 		$2.9M Buy
66,183
+609
+0.9% +$26.1K 0.47% 40
2023
Q3 		$2.91M Buy
65,574
+4,808
+8% +$215K 0.56% 32
2023
Q2 		$2.52M Buy
60,766
+71
+0.1% +$2.82K 0.48% 34
2023
Q1 		$2.3M Buy
60,695
+901
+2% +$34.1K 0.45% 30
2022
Q4 		$2.09M Buy
59,794
+5,794
+11% +$192K 0.4% 33
2022
Q3 		$2.12M Hold
54,000
– – 0.39% 34
2022
Q2 		$2.12M Buy
54,000
+7,564
+16% +$324K 0.39% 34
2022
Q1 		$2.17M Buy
46,436
+8,080
+21% +$389K 0.32% 43
2021
Q4 		$1.93M Buy
38,356
+8,630
+29% +$450K 0.28% 52
2021
Q3 		$1.66M Buy
29,726
+2,077
+8% +$121K 0.23% 61
2021
Q2 		$1.58M Sell
27,649
-6,248
-18% -$349K 0.22% 60
2021
Q1 		$1.83M Buy
33,897
+15,940
+89% +$842K 0.25% 60
2020
Q4 		$941K Buy
17,957
+1,239
+7% +$59.4K 0.16% 75
2020
Q3 		$773K Buy
16,718
+2,317
+16% +$101K 0.14% 69
2020
Q2 		$561K Buy
14,401
+2,225
+18% +$84.7K 0.12% 78
2020
Q1 		$419K Sell
12,176
-8,189
-40% -$345K 0.11% 89
2019
Q4 		$916K Buy
20,365
+289
+1% +$12.9K 0.19% 86
2019
Q3 		$905K Buy
20,076
+7,428
+59% +$329K 0.21% 73
2019
Q2 		$535K Buy
12,648
+82
+0.7% +$3.46K 0.13% 100
2019
Q1 		$502K Buy
12,566
+378
+3% +$14.2K 0.14% 91
2018
Q4 		$415K Buy
+12,188
New +$445K 0.13% 98

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

Insight Wealth Strategies's CMCSA Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 66,183 shares — an estimated $2.9M sold.

Insight Wealth Strategies first reported a position in CMCSA in Q4 2018 and held it in 21 quarters. The position peaked at $2.91M in Q3 2023. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 66,183 Comcast shares in Q1 2024, an estimated $2.9M.
  • Insight Wealth Strategies first reported a position in Comcast in Q4 2018 and held it in 21 quarters.
  • Insight Wealth Strategies's Comcast position peaked at $2.91M in Q3 2023.
  • 2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.