Peterson Financial Group’s Comcast CMCSA Stock Holding History

Peterson Financial Group’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 Q3	$20.3K	Buy	+486	New	+$19.2K	0.08%	150
2023 Q1	–	Sell	-24,519	Closed	-$858K	–	30
2022 Q4	$858K	Sell	24,519 -12,501	-34%	-$414K	1.13%	39
2022 Q3	$1.09M	Buy	37,020 +1,545	+4%	+$57.8K	1.06%	43
2022 Q2	$1.39M	Buy	35,475 +3,452	+11%	+$148K	1.31%	37
2022 Q1	$1.5M	Buy	32,023 +2,785	+10%	+$134K	1.24%	35
2021 Q4	$1.47M	Buy	+29,238	New	+$1.52M	1.2%	34

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Financial Group's CMCSA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Comcast (CMCSA) in Q3 2024: 486 shares worth $20.3K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in CMCSA as recently as Q4 2022.

Peterson Financial Group first reported a position in CMCSA in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2022. 2,366 funds tracked by Wall St. Rank hold CMCSA as of Q3 2024.

Peterson Financial Group held 486 shares of Comcast worth $20.3K as of Q3 2024.
Comcast was a new Peterson Financial Group position in Q3 2024.
Comcast made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #150 holding.
Peterson Financial Group first reported a position in Comcast in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Comcast position peaked at $1.5M in Q1 2022.
2,366 funds tracked by Wall St. Rank held Comcast as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.