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Sweet Financial Partners’s Comcast CMCSA Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$2.02M Buy
48,374
+5,077
+12% +$200K 0.44% 53
2024
Q2 		$1.7M Buy
43,297
+3,818
+10% +$149K 0.39% 55
2024
Q1 		$1.71M Buy
+39,479
New +$1.7M 0.4% 56
2022
Q3 		– Sell
-12,600
Closed -$494K – 166
2022
Q2 		$494K Buy
12,600
+3,476
+38% +$149K 0.15% 88
2022
Q1 		$427K Buy
+9,124
New +$439K 0.11% 107

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's CMCSA Position: Q3 2024 in Review

Sweet Financial Partners increased its Comcast (CMCSA) stake by 12% in Q3 2024, buying an estimated $200K and bringing the position to 48,374 shares worth $2.02M. The position accounts for 0.44% of the portfolio, ranked #53.

Sweet Financial Partners first reported a position in CMCSA in Q1 2022 and has held it in 5 quarters since. 2,369 funds tracked by Wall St. Rank hold CMCSA as of Q3 2024.

  • Sweet Financial Partners held 48,374 shares of Comcast worth $2.02M as of Q3 2024.
  • Sweet Financial Partners bought 5,077 Comcast shares in Q3 2024, an estimated $200K.
  • Comcast made up 0.44% of Sweet Financial Partners's portfolio in Q3 2024, its #53 holding.
  • Sweet Financial Partners first reported a position in Comcast in Q1 2022 and has held it in 5 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Comcast as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.