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Sterling Financial Planning’s Comcast CMCSA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2,338
Closed -$131K – 157
2021
Q3 		$131K Hold
2,338
– – 0.08% 110
2021
Q2 		$133K Buy
2,338
+1,720
+278% +$96.2K 0.09% 104
2021
Q1 		$33K Hold
618
– – 0.02% 187
2020
Q4 		$32K Buy
+618
New +$29.6K 0.03% 179

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sterling Financial Planning's CMCSA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Comcast (CMCSA) in Q4 2021, closing a stake of 2,338 shares — an estimated $131K sold.

Sterling Financial Planning first reported a position in CMCSA in Q4 2020 and held it in 4 quarters. The position peaked at $133K in Q2 2021. 2,416 funds tracked by Wall St. Rank hold CMCSA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Comcast position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,338 Comcast shares in Q4 2021, an estimated $131K.
  • Sterling Financial Planning first reported a position in Comcast in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Comcast position peaked at $133K in Q2 2021.
  • 2,416 funds tracked by Wall St. Rank held Comcast as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.