Lake Point Wealth Management’s Comcast CMCSA Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$28K	Hold	723	–	–	0.02%	98
2022 Q1	$34K	Buy	723 +1	+0.1%	+$48	0.02%	80
2021 Q4	$36K	Hold	722	–	–	0.02%	84
2021 Q3	$40K	Hold	722	–	–	0.02%	68
2021 Q2	$41K	Buy	+722	New	+$40.4K	0.02%	71
2020 Q1	$52K	Sell	1,510 -116	-7%	-$4.89K	0.05%	42
2019 Q4	$73K	Buy	+1,626	New	+$72.4K	0.02%	94
2019 Q2	$63K	Hold	1,482	–	–	0.02%	111
2019 Q1	$63K	Sell	1,482 -6,058	-80%	-$228K	0.02%	111
2018 Q4	$257K	Buy	+7,540	New	+$275K	0.1%	118

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Lake Point Wealth Management's CMCSA Position: Q2 2022 in Review

Lake Point Wealth Management held its Comcast (CMCSA) position steady in Q2 2022 at 723 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #98.

Lake Point Wealth Management first reported a position in CMCSA in Q4 2018 and has held it in 10 quarters since. The position peaked at $257K in Q4 2018. 2,276 funds tracked by Wall St. Rank hold CMCSA as of Q2 2022.

Lake Point Wealth Management held 723 shares of Comcast worth $28K as of Q2 2022.
Lake Point Wealth Management left its Comcast share count unchanged in Q2 2022.
Comcast made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #98 holding.
Lake Point Wealth Management first reported a position in Comcast in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Comcast position peaked at $257K in Q4 2018.
2,276 funds tracked by Wall St. Rank held Comcast as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.