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Liberty Wealth Management’s Comcast CMCSA Stock Holding History

Liberty 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
2023
Q2 		– Sell
-5,330
Closed -$202K – 198
2023
Q1 		$202K Buy
+5,330
New +$202K 0.04% 218
2021
Q4 		– Sell
-3,177
Closed -$177K – 330
2021
Q3 		$177K Buy
3,177
+151
+5% +$8.8K 0.06% 182
2021
Q2 		$173K Sell
3,026
-455
-13% -$25.4K 0.07% 150
2021
Q1 		$174K Hold
3,481
– – 0.09% 120
2020
Q4 		$174K Sell
3,481
-171
-5% -$8.19K 0.09% 119
2020
Q3 		$169K Sell
3,652
-1,386
-28% -$60.3K 0.1% 106
2020
Q2 		$196K Sell
5,038
-642
-11% -$24.4K 0.14% 93
2020
Q1 		$195K Sell
5,680
-74
-1% -$3.12K 0.17% 90
2019
Q4 		$259K Buy
5,754
+207
+4% +$9.21K 0.2% 91
2019
Q3 		$252K Buy
5,547
+1,022
+23% +$45.3K 0.24% 82
2019
Q2 		$191K Sell
4,525
-57
-1% -$2.4K 0.17% 108
2019
Q1 		$183K Buy
4,582
+158
+4% +$5.95K 0.14% 93
2018
Q4 		$150K Buy
+4,424
New +$162K 0.11% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Liberty Wealth Management's CMCSA Position: Q2 2023 in Review

Liberty Wealth Management sold out of Comcast (CMCSA) in Q2 2023, closing a stake of 5,330 shares — an estimated $202K sold.

Liberty Wealth Management first reported a position in CMCSA in Q4 2018 and held it in 13 quarters. The position peaked at $259K in Q4 2019. 2,253 funds tracked by Wall St. Rank hold CMCSA as of Q2 2023.

  • Liberty Wealth Management reported no remaining Comcast position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 5,330 Comcast shares in Q2 2023, an estimated $202K.
  • Liberty Wealth Management first reported a position in Comcast in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's Comcast position peaked at $259K in Q4 2019.
  • 2,253 funds tracked by Wall St. Rank held Comcast as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.