Polaris Wealth Advisory Group’s Comcast CMCSA Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$9.46M	Sell	213,403 -181,327	-46%	-$8.1M	0.72%	51
2023 Q2	$16.4M	Sell	394,730 -472,697	-54%	-$18.8M	1.24%	23
2023 Q1	$32.9M	Sell	867,427 -58,927	-6%	-$2.23M	2.42%	8
2022 Q4	$35.2M	Buy	926,354 +204,090	+28%	+$6.75M	2.62%	9
2022 Q3	$21M	Sell	722,264 -315,319	-30%	-$11.8M	1.75%	21
2022 Q2	$40.7M	Buy	+1,037,583	New	+$44.5M	3.25%	2
2018 Q4	–	Sell	-1,716	Closed	-$61K	–	200
2018 Q3	$61K	Buy	1,716 +1,630	+1,895%	+$57.7K	﹤0.01%	238
2018 Q2	$3K	Sell	86 -1,042	-92%	-$34K	﹤0.01%	231
2018 Q1	$39K	Buy	+1,128	New	+$43.8K	﹤0.01%	236
2014 Q1	–	Sell	-362	Closed	-$9K	–	172
2013 Q4	$9K	Buy	+362	New	+$8.72K	﹤0.01%	150

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's CMCSA Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Comcast (CMCSA) stake by 46% in Q3 2023, selling an estimated $8.1M and leaving 213,403 shares worth $9.46M. The position accounts for 0.72% of the portfolio, ranked #51.

Polaris Wealth Advisory Group first reported a position in CMCSA in Q4 2013 and has held it in 10 quarters since. The position peaked at $40.7M in Q2 2022. 2,329 funds tracked by Wall St. Rank hold CMCSA as of Q3 2023.

Polaris Wealth Advisory Group held 213,403 shares of Comcast worth $9.46M as of Q3 2023.
Polaris Wealth Advisory Group sold 181,327 Comcast shares in Q3 2023, an estimated $8.1M.
Comcast made up 0.72% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #51 holding.
Polaris Wealth Advisory Group first reported a position in Comcast in Q4 2013 and has held it in 10 quarters since.
Polaris Wealth Advisory Group's Comcast position peaked at $40.7M in Q2 2022.
2,329 funds tracked by Wall St. Rank held Comcast as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.