Selective Wealth Management’s Comcast CMCSA Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-2,828	Closed	-$83K	–	219
2022 Q3	$83K	Buy	2,828 +88	+3%	+$3.29K	0.04%	231
2022 Q2	$108K	Hold	2,740	–	–	0.04%	209
2022 Q1	$128K	Sell	2,740 -290	-10%	-$14K	0.05%	182
2021 Q4	$152K	Hold	3,030	–	–	0.06%	149
2021 Q3	$169K	Sell	3,030 -1,940	-39%	-$113K	0.09%	124
2021 Q2	$283K	Sell	4,970 -26	-0.5%	-$1.45K	0.23%	50
2021 Q1	$270K	Hold	4,996	–	–	0.25%	43
2020 Q4	$262K	Buy	4,996 +1,940	+63%	+$93K	0.17%	46
2020 Q3	$141K	Hold	3,056	–	–	0.11%	64
2020 Q2	$119K	Buy	3,056 +922	+43%	+$35.1K	0.1%	69
2020 Q1	$73K	Hold	2,134	–	–	0.11%	50
2019 Q4	$96K	Hold	2,134	–	–	0.12%	50
2019 Q3	$96K	Buy	+2,134	New	+$94.5K	0.13%	54
2018 Q3	$76K	Buy	+2,134	New	+$75.5K	0.91%	26

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Selective Wealth Management's CMCSA Position: Q4 2022 in Review

Selective Wealth Management sold out of Comcast (CMCSA) in Q4 2022, closing a stake of 2,828 shares — an estimated $83K sold.

Selective Wealth Management first reported a position in CMCSA in Q3 2018 and held it in 14 quarters. The position peaked at $283K in Q2 2021. 2,210 funds tracked by Wall St. Rank hold CMCSA as of Q4 2022.

Selective Wealth Management reported no remaining Comcast position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,828 Comcast shares in Q4 2022, an estimated $83K.
Selective Wealth Management first reported a position in Comcast in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Comcast position peaked at $283K in Q2 2021.
2,210 funds tracked by Wall St. Rank held Comcast as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.