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 $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

State Farm Mutual Automobile Insurance

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

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

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