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Strategic Wealth Management Group’s Comcast CMCSA Stock Holding History

Strategic Wealth Management Group’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
Q2 		– Sell
-4,361
Closed -$236K – 126
2021
Q1 		$236K Buy
4,361
+298
+7% +$15.7K 0.09% 122
2020
Q4 		$213K Buy
+4,063
New +$195K 0.09% 119
2020
Q1 		– Sell
-5,031
Closed -$226K – 90
2019
Q4 		$226K Buy
+5,031
New +$224K 0.15% 86

Other funds holding CMCSA

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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

Strategic Wealth Management Group's CMCSA Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of Comcast (CMCSA) in Q2 2021, closing a stake of 4,361 shares — an estimated $236K sold.

Strategic Wealth Management Group first reported a position in CMCSA in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q1 2021. 2,301 funds tracked by Wall St. Rank hold CMCSA as of Q2 2021.

  • Strategic Wealth Management Group reported no remaining Comcast position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 4,361 Comcast shares in Q2 2021, an estimated $236K.
  • Strategic Wealth Management Group first reported a position in Comcast in Q4 2019 and held it in 3 quarters.
  • Strategic Wealth Management Group's Comcast position peaked at $236K in Q1 2021.
  • 2,301 funds tracked by Wall St. Rank held Comcast as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.