Able Wealth Management’s Walt Disney DIS Stock Holding History

Able Wealth Management’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 Q1	–	Sell	-595	Closed	-$53.7K	–	201
2023 Q4	$53.7K	Buy	+595	New	+$52.5K	0.05%	133

Other funds holding DIS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's DIS Position: Q1 2024 in Review

Able Wealth Management sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 595 shares — an estimated $53.7K sold.

Able Wealth Management first reported a position in DIS in Q4 2023 and held it in 1 quarter. The position peaked at $53.7K in Q4 2023. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

Able Wealth Management reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 595 Walt Disney shares in Q1 2024, an estimated $53.7K.
Able Wealth Management first reported a position in Walt Disney in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Walt Disney position peaked at $53.7K in Q4 2023.
3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.