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Sutton Wealth Advisors’s Comcast CMCSA Stock Holding History

Sutton Wealth Advisors’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
Q3 		$118K Buy
2,668
+256
+11% +$11.4K 0.06% 152
2023
Q2 		$100K Sell
2,412
-43
-2% -$1.71K 0.05% 171
2023
Q1 		$93.1K Sell
2,455
-9,299
-79% -$352K 0.05% 163
2022
Q4 		$411K Buy
11,754
+613
+6% +$20.3K 0.16% 102
2022
Q3 		$327K Sell
11,141
-78
-0.7% -$2.92K 0.13% 119
2022
Q2 		$440K Sell
11,219
-144
-1% -$6.17K 0.17% 89
2022
Q1 		$532K Buy
11,363
+76
+0.7% +$3.66K 0.18% 84
2021
Q4 		$568K Buy
11,287
+39
+0.3% +$2.03K 0.19% 84
2021
Q3 		$629K Buy
11,248
+34
+0.3% +$1.98K 0.23% 75
2021
Q2 		$639K Hold
11,214
– – 0.23% 75
2021
Q1 		$607K Buy
11,214
+36
+0.3% +$1.9K 0.24% 71
2020
Q4 		$586K Buy
11,178
+122
+1% +$5.85K 0.25% 71
2020
Q3 		$511K Sell
11,056
-21
-0.2% -$913 0.25% 72
2020
Q2 		$432K Sell
11,077
-46
-0.4% -$1.75K 0.23% 74
2020
Q1 		$382K Buy
11,123
+81
+0.7% +$3.42K 0.24% 71
2019
Q4 		$497K Hold
11,042
– – 0.25% 68
2019
Q3 		$498K Hold
11,042
– – 0.28% 57
2019
Q2 		$467K Buy
11,042
+100
+0.9% +$4.22K 0.27% 64
2019
Q1 		$437K Buy
10,942
+67
+0.6% +$2.52K 0.26% 65
2018
Q4 		$370K Buy
10,875
+339
+3% +$12.4K 0.24% 72
2018
Q3 		$373K Hold
10,536
– – 0.24% 70
2018
Q2 		$346K Hold
10,536
– – 0.24% 68
2018
Q1 		$360K Hold
10,536
– – 0.26% 64
2017
Q4 		$422K Hold
10,536
– – 0.31% 60
2017
Q3 		$405K Hold
10,536
– – 0.31% 60
2017
Q2 		$410K Hold
10,536
– – 0.32% 55
2017
Q1 		$396K Hold
10,536
– – 0.33% 54
2016
Q4 		$364K Buy
10,536
+216
+2% +$7.21K 0.33% 55
2016
Q3 		$342K Hold
10,320
– – 0.31% 56
2016
Q2 		$336K Hold
10,320
– – 0.32% 56
2016
Q1 		$315K Buy
+10,320
New +$296K 0.3% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Sutton Wealth Advisors's CMCSA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Comcast (CMCSA) stake by 11% in Q3 2023, buying an estimated $11.4K and bringing the position to 2,668 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #152.

Sutton Wealth Advisors first reported a position in CMCSA in Q1 2016 and has held it in 31 quarters since. The position peaked at $639K in Q2 2021. 2,328 funds tracked by Wall St. Rank hold CMCSA as of Q3 2023.

  • Sutton Wealth Advisors held 2,668 shares of Comcast worth $118K as of Q3 2023.
  • Sutton Wealth Advisors bought 256 Comcast shares in Q3 2023, an estimated $11.4K.
  • Comcast made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #152 holding.
  • Sutton Wealth Advisors first reported a position in Comcast in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Comcast position peaked at $639K in Q2 2021.
  • 2,328 funds tracked by Wall St. Rank held Comcast as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.