MGB Wealth Management’s Comcast CMCSA Stock Holding History

MGB 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
2024 Q2	–	Sell	-6,415	Closed	-$277K	–	279
2024 Q1	$277K	Hold	6,415	–	–	0.11%	158
2023 Q4	$282K	Buy	+6,415	New	+$275K	0.14%	149

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's CMCSA Position: Q2 2024 in Review

MGB Wealth Management sold out of Comcast (CMCSA) in Q2 2024, closing a stake of 6,415 shares — an estimated $277K sold.

MGB Wealth Management first reported a position in CMCSA in Q4 2023 and held it in 2 quarters. The position peaked at $282K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold CMCSA as of Q2 2024.

MGB Wealth Management reported no remaining Comcast position as of Q2 2024 after selling out during the quarter.
MGB Wealth Management sold 6,415 Comcast shares in Q2 2024, an estimated $277K.
MGB Wealth Management first reported a position in Comcast in Q4 2023 and held it in 2 quarters.
MGB Wealth Management's Comcast position peaked at $282K in Q4 2023.
2,342 funds tracked by Wall St. Rank held Comcast as of Q2 2024.

Based on MGB Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.