Summit Wealth & Retirement Planning’s Comcast CMCSA Stock Holding History

Summit Wealth & Retirement 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 Q2	–	Sell	-9,061	Closed	-$490K	–	83
2021 Q1	$490K	Hold	9,061	–	–	0.18%	71
2020 Q4	$475K	Sell	9,061 -52	-0.6%	-$2.49K	0.18%	84
2020 Q3	$422K	Sell	9,113 -745	-8%	-$32.4K	0.18%	79
2020 Q2	$384K	Hold	9,858	–	–	0.18%	85
2020 Q1	$339K	Buy	9,858 +798	+9%	+$33.7K	0.18%	87
2019 Q4	$407K	Sell	9,060 -6	-0.1%	-$267	0.18%	93
2019 Q3	$409K	Hold	9,066	–	–	0.25%	80
2019 Q2	$383K	Hold	9,066	–	–	0.22%	92
2019 Q1	$363K	Buy	9,066 +216	+2%	+$8.13K	0.22%	97
2018 Q4	$301K	Buy	+8,850	New	+$323K	0.23%	91

Other funds holding CMCSA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Wealth & Retirement Planning's CMCSA Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Comcast (CMCSA) in Q2 2021, closing a stake of 9,061 shares — an estimated $490K sold.

Summit Wealth & Retirement Planning first reported a position in CMCSA in Q4 2018 and held it in 10 quarters. The position peaked at $490K in Q1 2021. 2,301 funds tracked by Wall St. Rank hold CMCSA as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining Comcast position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 9,061 Comcast shares in Q2 2021, an estimated $490K.
Summit Wealth & Retirement Planning first reported a position in Comcast in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Comcast position peaked at $490K in Q1 2021.
2,301 funds tracked by Wall St. Rank held Comcast as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.