Prevail Innovative Wealth Advisors’s Comcast CMCSA Stock Holding History

Prevail Innovative 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
2025 Q1	–	Sell	-83,386	Closed	-$3.13M	–	176
2024 Q4	$3.13M	Buy	83,386 +8,682	+12%	+$360K	0.91%	42
2024 Q3	$3.12M	Buy	74,704 +10,073	+16%	+$398K	0.95%	35
2024 Q2	$2.53M	Buy	64,631 +12,995	+25%	+$509K	0.9%	51
2024 Q1	$2.24M	Buy	+51,636	New	+$2.23M	0.83%	47

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

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

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

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

Prevail Innovative Wealth Advisors's CMCSA Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 83,386 shares — an estimated $3.13M sold.

Prevail Innovative Wealth Advisors first reported a position in CMCSA in Q1 2024 and held it in 4 quarters. The position peaked at $3.13M in Q4 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 83,386 Comcast shares in Q1 2025, an estimated $3.13M.
Prevail Innovative Wealth Advisors first reported a position in Comcast in Q1 2024 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Comcast position peaked at $3.13M in Q4 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.