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Wealthspire Advisors (Maryland)’s Comcast CMCSA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$2.31M Sell
50,042
-19,392
-28% -$843K 0.08% 115
2020
Q2 		$2.71M Buy
69,434
+1,569
+2% +$59.8K 0.19% 80
2020
Q1 		$2.33M Sell
67,865
-5,490
-7% -$232K 0.2% 76
2019
Q4 		$3.3M Sell
73,355
-254
-0.3% -$11.3K 0.22% 69
2019
Q3 		$3.32M Buy
73,609
+5,018
+7% +$222K 0.24% 65
2019
Q2 		$2.9M Buy
68,591
+10,449
+18% +$441K 0.22% 73
2019
Q1 		$2.33M Sell
58,142
-619
-1% -$23.3K 0.18% 83
2018
Q4 		$2M Buy
58,761
+1,288
+2% +$47K 0.18% 80
2018
Q3 		$2.04M Buy
57,473
+3,169
+6% +$112K 0.17% 80
2018
Q2 		$1.78M Sell
54,304
-7,320
-12% -$239K 0.16% 85
2018
Q1 		$2.11M Buy
61,624
+1,119
+2% +$43.4K 0.2% 75
2017
Q4 		$2.42M Buy
60,505
+11,484
+23% +$432K 0.24% 69
2017
Q3 		$1.89M Buy
49,021
+2,541
+5% +$100K 0.21% 79
2017
Q2 		$1.81M Buy
46,480
+13,331
+40% +$525K 0.21% 77
2017
Q1 		$1.25M Buy
33,149
+1,673
+5% +$62.1K 0.18% 88
2016
Q4 		$1.09M Sell
31,476
-1,518
-5% -$50.7K 0.16% 95
2016
Q3 		$1.09M Buy
32,994
+124
+0.4% +$4.13K 0.17% 96
2016
Q2 		$1.07M Buy
32,870
+346
+1% +$10.7K 0.18% 89
2016
Q1 		$993K Buy
32,524
+1,452
+5% +$41.7K 0.18% 89
2015
Q4 		$877K Buy
+31,072
New +$936K 0.16% 96

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CMCSA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Comcast (CMCSA) stake by 28% in Q3 2020, selling an estimated $843K and leaving 50,042 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #115.

Wealthspire Advisors (Maryland) first reported a position in CMCSA in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.32M in Q3 2019. 2,039 funds tracked by Wall St. Rank hold CMCSA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 50,042 shares of Comcast worth $2.31M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 19,392 Comcast shares in Q3 2020, an estimated $843K.
  • Comcast made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #115 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Comcast in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Comcast position peaked at $3.32M in Q3 2019.
  • 2,039 funds tracked by Wall St. Rank held Comcast as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.