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Levy Wealth Management Group’s Comcast CMCSA Stock Holding History

Levy Wealth Management Group’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
Q2 		– Sell
-4,868
Closed -$213K – 104
2024
Q1 		$213K Hold
4,868
– – 0.06% 101
2023
Q4 		$213K Buy
4,868
+1
+0% +$43 0.06% 101
2023
Q3 		$216K Buy
4,867
+2
+0% +$89 0.07% 103
2023
Q2 		$202K Buy
+4,865
New +$193K 0.06% 107
2022
Q2 		– Sell
-4,691
Closed -$220K – 71
2022
Q1 		$220K Sell
4,691
-1,271
-21% -$61.2K 0.09% 67
2021
Q4 		$300K Buy
+5,962
New +$311K 0.14% 57

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Levy Wealth Management Group's CMCSA Position: Q2 2024 in Review

Levy Wealth Management Group sold out of Comcast (CMCSA) in Q2 2024, closing a stake of 4,868 shares — an estimated $213K sold.

Levy Wealth Management Group first reported a position in CMCSA in Q4 2021 and held it in 6 quarters. The position peaked at $300K in Q4 2021. 2,347 funds tracked by Wall St. Rank hold CMCSA as of Q2 2024.

  • Levy Wealth Management Group reported no remaining Comcast position as of Q2 2024 after selling out during the quarter.
  • Levy Wealth Management Group sold 4,868 Comcast shares in Q2 2024, an estimated $213K.
  • Levy Wealth Management Group first reported a position in Comcast in Q4 2021 and held it in 6 quarters.
  • Levy Wealth Management Group's Comcast position peaked at $300K in Q4 2021.
  • 2,347 funds tracked by Wall St. Rank held Comcast as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.