LWMM
CMCSA icon

Legacy Wealth Management (Mississippi)’s Comcast CMCSA Stock Holding History

Legacy Wealth Management (Mississippi)’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 		– Sell
-5,650
Closed -$265K – 85
2022
Q1 		$265K Hold
5,650
– – 0.14% 90
2021
Q4 		$284K Sell
5,650
-1,311
-19% -$68.3K 0.15% 93
2021
Q3 		$389K Hold
6,961
– – 0.21% 85
2021
Q2 		$397K Buy
6,961
+650
+10% +$36.3K 0.22% 81
2021
Q1 		$341K Sell
6,311
-228
-3% -$12K 0.21% 81
2020
Q4 		$343K Sell
6,539
-334
-5% -$16K 0.22% 80
2020
Q3 		$318K Buy
6,873
+152
+2% +$6.61K 0.22% 84
2020
Q2 		$262K Buy
6,721
+847
+14% +$32.3K 0.2% 90
2020
Q1 		$202K Buy
5,874
+581
+11% +$24.5K 0.19% 92
2019
Q4 		$238K Buy
+5,293
New +$236K 0.21% 93

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CMCSA Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Comcast (CMCSA) in Q2 2022, closing a stake of 5,650 shares — an estimated $265K sold.

Legacy Wealth Management (Mississippi) first reported a position in CMCSA in Q4 2019 and held it in 10 quarters. The position peaked at $397K in Q2 2021. 2,276 funds tracked by Wall St. Rank hold CMCSA as of Q2 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Comcast position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 5,650 Comcast shares in Q2 2022, an estimated $265K.
  • Legacy Wealth Management (Mississippi) first reported a position in Comcast in Q4 2019 and held it in 10 quarters.
  • Legacy Wealth Management (Mississippi)'s Comcast position peaked at $397K in Q2 2021.
  • 2,276 funds tracked by Wall St. Rank held Comcast as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.