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Summit Wealth Group’s Comcast CMCSA Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-20,926
Closed -$1K – 111
2023
Q1 		$1K Buy
+20,926
New +$791K 0.02% 110
2021
Q3 		– Sell
-854
Closed -$49K – 77
2021
Q2 		$49K Buy
854
+64
+8% +$3.58K 0.07% 55
2021
Q1 		$43K Buy
+790
New +$41.7K 0.07% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's CMCSA Position: Q2 2023 in Review

Summit Wealth Group sold out of Comcast (CMCSA) in Q2 2023, closing a stake of 20,926 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in CMCSA in Q1 2021 and held it in 3 quarters. The position peaked at $49K in Q2 2021. 2,253 funds tracked by Wall St. Rank hold CMCSA as of Q2 2023.

  • Summit Wealth Group reported no remaining Comcast position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 20,926 Comcast shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Comcast in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Comcast position peaked at $49K in Q2 2021.
  • 2,253 funds tracked by Wall St. Rank held Comcast as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.