PFA
CMCSA icon

Peak Financial Advisors’s Comcast CMCSA Stock Holding History

Peak Financial 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
Q1 		– Sell
-9,184
Closed -$403K – 72
2023
Q4 		$403K Buy
9,184
+1,094
+14% +$46.9K 0.27% 60
2023
Q3 		$359K Sell
8,090
-301
-4% -$13.4K 0.39% 28
2023
Q2 		$349K Buy
+8,391
New +$333K 0.27% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Peak Financial Advisors's CMCSA Position: Q1 2024 in Review

Peak Financial Advisors sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 9,184 shares — an estimated $403K sold.

Peak Financial Advisors first reported a position in CMCSA in Q2 2023 and held it in 3 quarters. The position peaked at $403K in Q4 2023. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Peak Financial Advisors reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 9,184 Comcast shares in Q1 2024, an estimated $403K.
  • Peak Financial Advisors first reported a position in Comcast in Q2 2023 and held it in 3 quarters.
  • Peak Financial Advisors's Comcast position peaked at $403K in Q4 2023.
  • 2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.