Intercontinental Wealth Advisors’s Comcast CMCSA Stock Holding History

Intercontinental 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
2023 Q2	$492K	Buy	11,848 +240	+2%	+$9.53K	0.12%	188
2023 Q1	$440K	Sell	11,608 -17	-0.1%	-$643	0.11%	210
2022 Q4	$407K	Buy	11,625 +1,706	+17%	+$56.4K	0.12%	190
2022 Q3	$291K	Buy	9,919 +4,730	+91%	+$177K	0.09%	225
2022 Q2	$204K	Buy	+5,189	New	+$222K	0.06%	271
2021 Q4	–	Sell	-3,754	Closed	-$210K	–	288
2021 Q3	$210K	Sell	3,754 -78	-2%	-$4.55K	0.05%	270
2021 Q2	$219K	Buy	+3,832	New	+$214K	0.04%	269
2020 Q1	–	Sell	-1,194	Closed	-$53K	–	183
2019 Q4	$53K	Buy	1,194 +756	+173%	+$33.7K	0.04%	180
2019 Q3	$20K	Buy	438 +2	+0.5%	+$89	0.01%	280
2019 Q2	$18K	Sell	436 -6,549	-94%	-$276K	0.01%	281
2019 Q1	$279K	Hold	6,985	–	–	0.14%	106
2018 Q4	$238K	Sell	6,985 -1,342	-16%	-$49K	0.13%	107
2018 Q3	$295K	Buy	8,327 +85	+1%	+$3.01K	0.15%	103
2018 Q2	$270K	Buy	8,242 +300	+4%	+$9.78K	0.15%	104
2018 Q1	$271K	Hold	7,942	–	–	0.16%	105
2017 Q4	$318K	Hold	7,942	–	–	0.18%	88
2017 Q3	$306K	Hold	7,942	–	–	0.19%	85
2017 Q2	$309K	Hold	7,942	–	–	0.2%	85
2017 Q1	$299K	Hold	7,942	–	–	0.18%	102
2016 Q4	$274K	Buy	+7,942	New	+$265K	0.18%	117

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Intercontinental Wealth Advisors's CMCSA Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Comcast (CMCSA) stake by 2.1% in Q2 2023, buying an estimated $9.53K and bringing the position to 11,848 shares worth $492K. The position accounts for 0.12% of the portfolio, ranked #188.

Intercontinental Wealth Advisors first reported a position in CMCSA in Q4 2016 and has held it in 20 quarters since. 2,254 funds tracked by Wall St. Rank hold CMCSA as of Q2 2023.

Intercontinental Wealth Advisors held 11,848 shares of Comcast worth $492K as of Q2 2023.
Intercontinental Wealth Advisors bought 240 Comcast shares in Q2 2023, an estimated $9.53K.
Comcast made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #188 holding.
Intercontinental Wealth Advisors first reported a position in Comcast in Q4 2016 and has held it in 20 quarters since.
2,254 funds tracked by Wall St. Rank held Comcast as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.