ORBA Wealth Advisors’s Comcast CMCSA Stock Holding History

ORBA Wealth Advisors’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 Q4	–	Sell	-5,007	Closed	-$209K	–	105
2024 Q3	$209K	Sell	5,007 -214	-4%	-$8.45K	0.11%	102
2024 Q2	$204K	Buy	+5,221	New	+$204K	0.11%	98

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ORBA Wealth Advisors's CMCSA Position: Q4 2024 in Review

ORBA Wealth Advisors sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 5,007 shares — an estimated $209K sold.

ORBA Wealth Advisors first reported a position in CMCSA in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

ORBA Wealth Advisors reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
ORBA Wealth Advisors sold 5,007 Comcast shares in Q4 2024, an estimated $209K.
ORBA Wealth Advisors first reported a position in Comcast in Q2 2024 and held it in 2 quarters.
ORBA Wealth Advisors's Comcast position peaked at $209K in Q3 2024.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on ORBA Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.