Acima Private Wealth’s Walt Disney DIS Stock Holding History

Acima Private Wealth’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
2022 Q3	–	Sell	-1,500	Closed	-$142K	–	230
2022 Q2	$142K	Hold	1,500	–	–	0.07%	133
2022 Q1	$206K	Hold	1,500	–	–	0.1%	123
2021 Q4	$232K	Hold	1,500	–	–	0.1%	122
2021 Q3	$254K	Hold	1,500	–	–	0.12%	114
2021 Q2	$264K	Hold	1,500	–	–	0.12%	114
2021 Q1	$277K	Sell	1,500 -200	-12%	-$36.9K	0.14%	110
2020 Q4	$308K	Sell	1,700 -230	-12%	-$33K	0.16%	97
2020 Q3	$239K	Sell	1,930 -183	-9%	-$22.9K	0.14%	102
2020 Q2	$236K	Hold	2,113	–	–	0.15%	108
2020 Q1	$204K	Hold	2,113	–	–	0.16%	109
2019 Q4	$306K	Hold	2,113	–	–	0.21%	104
2019 Q3	$275K	Hold	2,113	–	–	0.21%	104
2019 Q2	$295K	Hold	2,113	–	–	0.23%	94
2019 Q1	$235K	Sell	2,113 -15	-0.7%	-$1.68K	0.2%	106
2018 Q4	$233K	Buy	+2,128	New	+$242K	0.23%	99

Other funds holding DIS

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acima Private Wealth's DIS Position: Q3 2022 in Review

Acima Private Wealth sold out of Walt Disney (DIS) in Q3 2022, closing a stake of 1,500 shares — an estimated $142K sold.

Acima Private Wealth first reported a position in DIS in Q4 2018 and held it in 15 quarters. The position peaked at $308K in Q4 2020. 3,002 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

Acima Private Wealth reported no remaining Walt Disney position as of Q3 2022 after selling out during the quarter.
Acima Private Wealth sold 1,500 Walt Disney shares in Q3 2022, an estimated $142K.
Acima Private Wealth first reported a position in Walt Disney in Q4 2018 and held it in 15 quarters.
Acima Private Wealth's Walt Disney position peaked at $308K in Q4 2020.
3,002 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Acima Private Wealth's 13F filing for Q3 2022, filed 29 Feb 2024.