MinichMacGregor Wealth Management’s Comcast CMCSA Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-1,367	Closed	-$47.8K	–	191
2022 Q4	$47.8K	Buy	+1,367	New	+$45.2K	0.02%	184
2018 Q4	–	Sell	-2,966	Closed	-$105K	–	175
2018 Q3	$105K	Sell	2,966 -509	-15%	-$18K	0.07%	79
2018 Q2	$115K	Sell	3,475 -17	-0.5%	-$554	0.08%	68
2018 Q1	$119K	Sell	3,492 -1,612	-32%	-$62.5K	0.09%	62
2017 Q4	$204K	Sell	5,104 -312	-6%	-$11.7K	0.16%	37
2017 Q3	$208K	Sell	5,416 -153	-3%	-$6.03K	0.17%	37
2017 Q2	$216K	Buy	5,569 +607	+12%	+$23.9K	0.19%	36
2017 Q1	$186K	Buy	4,962 +1,570	+46%	+$58.3K	0.17%	39
2016 Q4	$117K	Hold	3,392	–	–	0.11%	53
2016 Q3	$112K	Sell	3,392 -2	-0.1%	-$67	0.11%	57
2016 Q2	$110K	Sell	3,394 -10	-0.3%	-$311	0.1%	56
2016 Q1	$103K	Buy	3,404 +630	+23%	+$18.1K	0.1%	58
2015 Q4	$81K	Buy	+2,774	New	+$83.5K	0.08%	73

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

MinichMacGregor Wealth Management's CMCSA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Comcast (CMCSA) in Q1 2023, closing a stake of 1,367 shares — an estimated $47.8K sold.

MinichMacGregor Wealth Management first reported a position in CMCSA in Q4 2015 and held it in 13 quarters. The position peaked at $216K in Q2 2017. 2,220 funds tracked by Wall St. Rank hold CMCSA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Comcast position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,367 Comcast shares in Q1 2023, an estimated $47.8K.
MinichMacGregor Wealth Management first reported a position in Comcast in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Comcast position peaked at $216K in Q2 2017.
2,220 funds tracked by Wall St. Rank held Comcast as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.