Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Comcast CMCSA Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-2,174
Closed -$96.4K – 114
2023
Q3 		$96.4K Buy
+2,174
New +$97.1K 0.02% 135

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Legacy Financial Group (Iowa)'s CMCSA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Comcast (CMCSA) in Q4 2023, closing a stake of 2,174 shares — an estimated $96.4K sold.

Legacy Financial Group (Iowa) first reported a position in CMCSA in Q3 2023 and held it in 1 quarter. The position peaked at $96.4K in Q3 2023. 2,469 funds tracked by Wall St. Rank hold CMCSA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Comcast position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,174 Comcast shares in Q4 2023, an estimated $96.4K.
  • Legacy Financial Group (Iowa) first reported a position in Comcast in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Comcast position peaked at $96.4K in Q3 2023.
  • 2,469 funds tracked by Wall St. Rank held Comcast as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.