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Summit Financial Strategies’s Comcast CMCSA Stock Holding History

Summit Financial Strategies’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
-6,191
Closed -$346K – 126
2021
Q3 		$346K Buy
6,191
+190
+3% +$11.1K 0.07% 83
2021
Q2 		$342K Buy
+6,001
New +$336K 0.07% 81

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 $315B AUM 27.84% 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

Summit Financial Strategies's CMCSA Position: Q4 2021 in Review

Summit Financial Strategies sold out of Comcast (CMCSA) in Q4 2021, closing a stake of 6,191 shares — an estimated $346K sold.

Summit Financial Strategies first reported a position in CMCSA in Q2 2021 and held it in 2 quarters. The position peaked at $346K in Q3 2021. 2,416 funds tracked by Wall St. Rank hold CMCSA as of Q4 2021.

  • Summit Financial Strategies reported no remaining Comcast position as of Q4 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 6,191 Comcast shares in Q4 2021, an estimated $346K.
  • Summit Financial Strategies first reported a position in Comcast in Q2 2021 and held it in 2 quarters.
  • Summit Financial Strategies's Comcast position peaked at $346K in Q3 2021.
  • 2,416 funds tracked by Wall St. Rank held Comcast as of Q4 2021.

Based on Summit Financial Strategies's 13F filing for Q4 2021, filed 3 Feb 2022.