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Schwarz Dygos Wheeler Investment Advisors’s Comcast CMCSA Stock Holding History

Schwarz Dygos Wheeler Investment 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
2023
Q1 		– Sell
-15,864
Closed -$555K – 139
2022
Q4 		$555K Buy
+15,864
New +$525K 0.22% 70
2022
Q3 		– Sell
-10,864
Closed -$426K – 118
2022
Q2 		$426K Buy
+10,864
New +$466K 0.17% 81

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CMCSA Position: Q1 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Comcast (CMCSA) in Q1 2023, closing a stake of 15,864 shares — an estimated $555K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CMCSA in Q2 2022 and held it in 2 quarters. The position peaked at $555K in Q4 2022. 2,223 funds tracked by Wall St. Rank hold CMCSA as of Q1 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Comcast position as of Q1 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 15,864 Comcast shares in Q1 2023, an estimated $555K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Comcast in Q2 2022 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Comcast position peaked at $555K in Q4 2022.
  • 2,223 funds tracked by Wall St. Rank held Comcast as of Q1 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.