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YorkBridge Wealth Partners’s Comcast CMCSA Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$2.2M Buy
63,008
+1,968
+3% +$65.1K 0.56% 49
2022
Q3 		$1.79M Buy
61,040
+4,295
+8% +$161K 0.46% 54
2022
Q2 		$2.23M Buy
56,745
+3,967
+8% +$170K 0.58% 45
2022
Q1 		$2.47M Buy
52,778
+4,521
+9% +$218K 0.54% 46
2021
Q4 		$2.43M Buy
48,257
+304
+0.6% +$15.8K 0.54% 46
2021
Q3 		$2.68M Buy
47,953
+1,956
+4% +$114K 0.67% 44
2021
Q2 		$2.62M Sell
45,997
-1,271
-3% -$71.1K 0.68% 43
2021
Q1 		$2.56M Buy
47,268
+2,500
+6% +$132K 0.76% 38
2020
Q4 		$2.35M Buy
44,768
+305
+0.7% +$14.6K 0.79% 36
2020
Q3 		$2.06M Sell
44,463
-229
-0.5% -$9.96K 0.86% 36
2020
Q2 		$1.74M Sell
44,692
-164
-0.4% -$6.25K 0.8% 35
2020
Q1 		$1.54M Sell
44,856
-1,460
-3% -$61.6K 0.95% 32
2019
Q4 		$2.08M Buy
46,316
+2,272
+5% +$101K 0.95% 29
2019
Q3 		$1.99M Sell
44,044
-1,195
-3% -$52.9K 1% 28
2019
Q2 		$1.91M Sell
45,239
-476
-1% -$20.1K 0.85% 29
2019
Q1 		$1.83M Sell
45,715
-148
-0.3% -$5.57K 0.84% 32
2018
Q4 		$1.56M Buy
45,863
+349
+0.8% +$12.7K 0.83% 32
2018
Q3 		$1.62M Sell
45,514
-235
-0.5% -$8.32K 0.74% 35
2018
Q2 		$1.5M Buy
45,749
+2,895
+7% +$94.3K 0.66% 39
2018
Q1 		$1.42M Sell
42,854
-492
-1% -$19.1K 0.65% 42
2017
Q4 		$1.7M Sell
43,346
-571
-1% -$21.5K 0.82% 27
2017
Q3 		$1.69M Sell
43,917
-1,395
-3% -$55K 0.88% 27
2017
Q2 		$1.74M Sell
45,312
-2,553
-5% -$101K 0.92% 24
2017
Q1 		$1.88M Buy
47,865
+4,153
+10% +$154K 0.99% 21
2016
Q4 		$1.51M Buy
+43,712
New +$1.46M 0.89% 28

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

YorkBridge Wealth Partners's CMCSA Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Comcast (CMCSA) stake by 3.2% in Q4 2022, buying an estimated $65.1K and bringing the position to 63,008 shares worth $2.2M. The position accounts for 0.56% of the portfolio, ranked #49.

YorkBridge Wealth Partners first reported a position in CMCSA in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.68M in Q3 2021. 2,210 funds tracked by Wall St. Rank hold CMCSA as of Q4 2022.

  • YorkBridge Wealth Partners held 63,008 shares of Comcast worth $2.2M as of Q4 2022.
  • YorkBridge Wealth Partners bought 1,968 Comcast shares in Q4 2022, an estimated $65.1K.
  • Comcast made up 0.56% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #49 holding.
  • YorkBridge Wealth Partners first reported a position in Comcast in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Comcast position peaked at $2.68M in Q3 2021.
  • 2,210 funds tracked by Wall St. Rank held Comcast as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.