WealthPLAN Partners’s Comcast CMCSA Stock Holding History

WealthPLAN 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
2020 Q1	–	Sell	-5,700	Closed	-$1K	–	260
2019 Q4	$1K	Hold	5,700	–	–	﹤0.01%	250
2019 Q3	$4K	Hold	5,700	–	–	﹤0.01%	236
2019 Q2	$7K	Sell	5,700 -1,100	-16%	-$46.4K	﹤0.01%	239
2019 Q1	$4K	Hold	6,800	–	–	﹤0.01%	259
2018 Q4	$10K	Buy	+6,800	New	+$248K	﹤0.01%	255
2016 Q3	–	Sell	-8,000	Closed	-$1	–	971
2016 Q2	$1	Buy	+8,000	New	+$248K	﹤0.01%	2581

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's CMCSA Position: Q4 2024 in Review

WealthPLAN Partners sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 5,281 shares — an estimated $221K sold.

WealthPLAN Partners first reported a position in CMCSA in Q1 2015 and held it in 34 quarters. The position peaked at $874K in Q1 2019. 2,459 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

WealthPLAN Partners reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
WealthPLAN Partners sold 5,281 Comcast shares in Q4 2024, an estimated $221K.
WealthPLAN Partners first reported a position in Comcast in Q1 2015 and held it in 34 quarters.
WealthPLAN Partners's Comcast position peaked at $874K in Q1 2019.
2,459 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.