TrueWealth Advisors’s Comcast CMCSA Stock Holding History

TrueWealth 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
2024 Q4	–	Sell	-5,523	Closed	-$231K	–	229
2024 Q3	$231K	Sell	5,523 -1,772	-24%	-$70K	0.08%	204
2024 Q2	$286K	Sell	7,295 -617	-8%	-$24.1K	0.11%	168
2024 Q1	$343K	Sell	7,912 -438	-5%	-$18.9K	0.13%	130
2023 Q4	$366K	Sell	8,350 -443	-5%	-$19K	0.14%	117
2023 Q3	$390K	Sell	8,793 -326	-4%	-$14.6K	0.16%	100
2023 Q2	$379K	Buy	9,119 +1,049	+13%	+$41.7K	0.16%	104
2023 Q1	$306K	Buy	8,070 +1,397	+21%	+$52.8K	0.13%	131
2022 Q4	$233K	Buy	+6,673	New	+$221K	0.1%	157
2022 Q2	–	Sell	-4,170	Closed	-$210K	–	173
2022 Q1	$210K	Hold	4,170	–	–	0.09%	168
2021 Q4	$210K	Buy	+4,170	New	+$217K	0.09%	168
2021 Q3	–	Sell	-3,622	Closed	-$207K	–	141
2021 Q2	$207K	Buy	+3,622	New	+$203K	0.12%	124

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 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueWealth Advisors's CMCSA Position: Q4 2024 in Review

TrueWealth Advisors sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 5,523 shares — an estimated $231K sold.

TrueWealth Advisors first reported a position in CMCSA in Q2 2021 and held it in 11 quarters. The position peaked at $390K in Q3 2023. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

TrueWealth Advisors reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
TrueWealth Advisors sold 5,523 Comcast shares in Q4 2024, an estimated $231K.
TrueWealth Advisors first reported a position in Comcast in Q2 2021 and held it in 11 quarters.
TrueWealth Advisors's Comcast position peaked at $390K in Q3 2023.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.