SVA Wealth Management’s Comcast CMCSA Stock Holding History

SVA Wealth Management’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
2020 Q4	$1.14M	Buy	21,687 +1,254	+6%	+$60.1K	0.1%	126
2020 Q3	$945K	Buy	20,433 +13,905	+213%	+$605K	0.09%	121
2020 Q2	$254K	Sell	6,528 -1,065	-14%	-$40.6K	0.03%	179
2020 Q1	$261K	Sell	7,593 -1,365	-15%	-$57.6K	0.03%	172
2019 Q4	$403K	Sell	8,958 -317	-3%	-$14.1K	0.04%	163
2019 Q3	$418K	Buy	9,275 +287	+3%	+$12.7K	0.04%	158
2019 Q2	$380K	Buy	8,988 +714	+9%	+$30.1K	0.04%	166
2019 Q1	$331K	Buy	8,274 +104	+1%	+$3.91K	0.03%	177
2018 Q4	$278K	Buy	8,170 +165	+2%	+$6.02K	0.03%	181
2018 Q3	$283K	Sell	8,005 -168	-2%	-$5.95K	0.03%	188
2018 Q2	$268K	Sell	8,173 -455	-5%	-$14.8K	0.03%	188
2018 Q1	$332K	Buy	8,628 +491	+6%	+$19K	0.04%	170
2017 Q4	$326K	Sell	8,137 -491	-6%	-$18.5K	0.04%	171
2017 Q3	$332K	Buy	8,628 +1,049	+14%	+$41.3K	0.04%	170
2017 Q2	$295K	Buy	7,579 +1	+0%	+$39	0.04%	166
2017 Q1	$285K	Buy	7,578 +116	+2%	+$4.3K	0.04%	166
2016 Q4	$258K	Sell	7,462 -528	-7%	-$17.6K	0.04%	176
2016 Q3	$265K	Sell	7,990 -1,122	-12%	-$37.3K	0.04%	172
2016 Q2	$297K	Buy	9,112 +1,394	+18%	+$43.3K	0.05%	168
2016 Q1	$236K	Buy	7,718 +242	+3%	+$6.95K	0.04%	186
2015 Q4	$211K	Buy	+7,476	New	+$225K	0.04%	203

Other funds holding CMCSA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SVA Wealth Management's CMCSA Position: Q4 2020 in Review

SVA Wealth Management increased its Comcast (CMCSA) stake by 6.1% in Q4 2020, buying an estimated $60.1K and bringing the position to 21,687 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #126.

SVA Wealth Management first reported a position in CMCSA in Q4 2015 and has held it in 21 quarters since. 2,236 funds tracked by Wall St. Rank hold CMCSA as of Q4 2020.

SVA Wealth Management held 21,687 shares of Comcast worth $1.14M as of Q4 2020.
SVA Wealth Management bought 1,254 Comcast shares in Q4 2020, an estimated $60.1K.
Comcast made up 0.1% of SVA Wealth Management's portfolio in Q4 2020, its #126 holding.
SVA Wealth Management first reported a position in Comcast in Q4 2015 and has held it in 21 quarters since.
2,236 funds tracked by Wall St. Rank held Comcast as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.