4FG
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4Thought Financial Group’s Walt Disney DIS Stock Holding History

4Thought Financial Group’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-124
Closed -$11.9K – 94
2024
Q3 		$11.9K Hold
124
– – 0.01% 82
2024
Q2 		$12.3K Hold
124
– – 0.01% 82
2024
Q1 		$15.2K Hold
124
– – 0.01% 79
2023
Q4 		$11.2K Buy
+124
New +$10.9K 0.01% 89
2022
Q3 		– Sell
-124
Closed -$12K – 95
2022
Q2 		$12K Hold
124
– – 0.01% 84
2022
Q1 		$17K Hold
124
– – 0.02% 78
2021
Q4 		$19K Hold
124
– – 0.02% 77
2021
Q3 		$21K Hold
124
– – 0.02% 78
2021
Q2 		$22K Buy
+124
New +$22.3K 0.02% 77

Other funds holding DIS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

4Thought Financial Group's DIS Position: Q4 2024 in Review

4Thought Financial Group sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 124 shares — an estimated $11.9K sold.

4Thought Financial Group first reported a position in DIS in Q2 2021 and held it in 9 quarters. The position peaked at $22K in Q2 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • 4Thought Financial Group reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • 4Thought Financial Group sold 124 Walt Disney shares in Q4 2024, an estimated $11.9K.
  • 4Thought Financial Group first reported a position in Walt Disney in Q2 2021 and held it in 9 quarters.
  • 4Thought Financial Group's Walt Disney position peaked at $22K in Q2 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on 4Thought Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.