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Schneider Downs Wealth Management Advisors’s Comcast CMCSA Stock Holding History

Schneider Downs Wealth Management 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
-5,256
Closed -$220K – 139
2024
Q3 		$220K Sell
5,256
-28
-0.5% -$1.1K 0.04% 129
2024
Q2 		$207K Sell
5,284
-493
-9% -$19.3K 0.05% 126
2024
Q1 		$250K Buy
5,777
+381
+7% +$16.4K 0.06% 117
2023
Q4 		$237K Sell
5,396
-276
-5% -$11.8K 0.06% 104
2023
Q3 		$251K Buy
5,672
+259
+5% +$11.6K 0.06% 93
2023
Q2 		$225K Hold
5,413
– – 0.05% 103
2023
Q1 		$205K Buy
+5,413
New +$205K 0.04% 108
2022
Q3 		– Sell
-5,863
Closed -$230K – 135
2022
Q2 		$230K Buy
5,863
+82
+1% +$3.52K 0.06% 123
2022
Q1 		$271K Hold
5,781
– – 0.07% 116
2021
Q4 		$291K Sell
5,781
-129
-2% -$6.72K 0.07% 118
2021
Q3 		$331K Sell
5,910
-20
-0.3% -$1.17K 0.09% 98
2021
Q2 		$338K Buy
5,930
+94
+2% +$5.26K 0.09% 91
2021
Q1 		$316K Buy
5,836
+1,056
+22% +$55.8K 0.08% 93
2020
Q4 		$250K Sell
4,780
-1,686
-26% -$80.8K 0.07% 80
2020
Q3 		$299K Buy
6,466
+18
+0.3% +$783 0.1% 68
2020
Q2 		$251K Hold
6,448
– – 0.09% 77
2020
Q1 		$222K Buy
6,448
+1,727
+37% +$72.9K 0.08% 81
2019
Q4 		$212K Hold
4,721
– – 0.06% 65
2019
Q3 		$213K Buy
+4,721
New +$209K 0.07% 60

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 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's CMCSA Position: Q4 2024 in Review

Schneider Downs Wealth Management Advisors sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 5,256 shares — an estimated $220K sold.

Schneider Downs Wealth Management Advisors first reported a position in CMCSA in Q3 2019 and held it in 19 quarters. The position peaked at $338K in Q2 2021. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

  • Schneider Downs Wealth Management Advisors reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 5,256 Comcast shares in Q4 2024, an estimated $220K.
  • Schneider Downs Wealth Management Advisors first reported a position in Comcast in Q3 2019 and held it in 19 quarters.
  • Schneider Downs Wealth Management Advisors's Comcast position peaked at $338K in Q2 2021.
  • 2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

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