Adams Wealth Management’s Walt Disney DIS Stock Holding History

Adams 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
2020 Q4	–	Sell	-664	Closed	-$82K	–	141
2020 Q3	$82K	Buy	+664	New	+$83K	0.06%	94

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

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

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

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

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

Adams Wealth Management's DIS Position: Q4 2020 in Review

Adams Wealth Management sold out of Walt Disney (DIS) in Q4 2020, closing a stake of 664 shares — an estimated $82K sold.

Adams Wealth Management first reported a position in DIS in Q3 2020 and held it in 1 quarter. The position peaked at $82K in Q3 2020. 3,110 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

Adams Wealth Management reported no remaining Walt Disney position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 664 Walt Disney shares in Q4 2020, an estimated $82K.
Adams Wealth Management first reported a position in Walt Disney in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Walt Disney position peaked at $82K in Q3 2020.
3,110 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.