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Spartan Planning & Wealth Management’s Comcast CMCSA Stock Holding History

Spartan Planning & 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
2023
Q4 		$241K Buy
5,503
+3,911
+246% +$168K 0.26% 49
2023
Q3 		$70.6K Buy
+1,592
New +$71.1K 0.08% 82
2022
Q4 		$245 Buy
+7
New +$232 ﹤0.01% 146

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Planning & Wealth Management's CMCSA Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Comcast (CMCSA) stake by 246% in Q4 2023, buying an estimated $168K and bringing the position to 5,503 shares worth $241K. The position accounts for 0.26% of the portfolio, ranked #49.

Spartan Planning & Wealth Management first reported a position in CMCSA in Q4 2022 and has held it in 3 quarters since. 2,469 funds tracked by Wall St. Rank hold CMCSA as of Q4 2023.

  • Spartan Planning & Wealth Management held 5,503 shares of Comcast worth $241K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 3,911 Comcast shares in Q4 2023, an estimated $168K.
  • Comcast made up 0.26% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #49 holding.
  • Spartan Planning & Wealth Management first reported a position in Comcast in Q4 2022 and has held it in 3 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Comcast as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.