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MPS Loria Financial Planners’s Comcast CMCSA Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,164
Closed -$62K – 192
2021
Q1 		$62K Sell
1,164
-529
-31% -$27.9K 0.03% 147
2020
Q4 		$85K Buy
1,693
+1,383
+446% +$66.3K 0.04% 124
2020
Q3 		$14K Buy
310
+2
+0.6% +$87 0.01% 218
2020
Q2 		$12K Buy
+308
New +$11.7K 0.01% 236
2017
Q3 		– Sell
-2,576
Closed -$107K – 132
2017
Q2 		$107K Buy
+2,576
New +$102K 0.07% 111

Other funds holding CMCSA

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MPS Loria Financial Planners's CMCSA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Comcast (CMCSA) in Q2 2021, closing a stake of 1,164 shares — an estimated $62K sold.

MPS Loria Financial Planners first reported a position in CMCSA in Q2 2017 and held it in 5 quarters. The position peaked at $107K in Q2 2017. 2,301 funds tracked by Wall St. Rank hold CMCSA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Comcast position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,164 Comcast shares in Q2 2021, an estimated $62K.
  • MPS Loria Financial Planners first reported a position in Comcast in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Comcast position peaked at $107K in Q2 2017.
  • 2,301 funds tracked by Wall St. Rank held Comcast as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.