Triad Financial Advisors’s Comcast CMCSA Stock Holding History

Triad Financial 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	$240K	Buy	5,412 +454	+9%	+$20.3K	0.08%	88
2023 Q2	$206K	Buy	+4,958	New	+$197K	0.08%	94
2022 Q3	–	Sell	-5,357	Closed	-$210K	–	102
2022 Q2	$210K	Sell	5,357 -511	-9%	-$21.9K	0.12%	98
2022 Q1	$275K	Sell	5,868 -296	-5%	-$14.3K	0.15%	86
2021 Q4	$310K	Buy	+6,164	New	+$321K	0.18%	78

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Financial Advisors's CMCSA Position: Q3 2023 in Review

Triad Financial Advisors increased its Comcast (CMCSA) stake by 9.2% in Q3 2023, buying an estimated $20.3K and bringing the position to 5,412 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #88.

Triad Financial Advisors first reported a position in CMCSA in Q4 2021 and has held it in 5 quarters since. The position peaked at $310K in Q4 2021. 2,327 funds tracked by Wall St. Rank hold CMCSA as of Q3 2023.

Triad Financial Advisors held 5,412 shares of Comcast worth $240K as of Q3 2023.
Triad Financial Advisors bought 454 Comcast shares in Q3 2023, an estimated $20.3K.
Comcast made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #88 holding.
Triad Financial Advisors first reported a position in Comcast in Q4 2021 and has held it in 5 quarters since.
Triad Financial Advisors's Comcast position peaked at $310K in Q4 2021.
2,327 funds tracked by Wall St. Rank held Comcast as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.