ACM
DIS icon

Advance Capital Management’s Walt Disney DIS Stock Holding History

Advance Capital 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
Q4 		– Sell
-2,237
Closed -$215K – 154
2024
Q3 		$215K Sell
2,237
-48
-2% -$4.42K 0.01% 140
2024
Q2 		$227K Buy
2,285
+134
+6% +$14.4K 0.01% 136
2024
Q1 		$263K Sell
2,151
-658
-23% -$68.7K 0.02% 122
2023
Q4 		$254K Sell
2,809
-819
-23% -$72.2K 0.02% 112
2023
Q3 		$294K Sell
3,628
-203
-5% -$17.3K 0.03% 94
2023
Q2 		$342K Sell
3,831
-112
-3% -$10.6K 0.04% 82
2023
Q1 		$395K Buy
3,943
+115
+3% +$11.6K 0.07% 65
2022
Q4 		$333K Sell
3,828
-61
-2% -$5.83K 0.04% 70
2022
Q3 		$367K Buy
3,889
+81
+2% +$8.67K 0.04% 57
2022
Q2 		$359K Sell
3,808
-476
-11% -$52.8K 0.04% 56
2022
Q1 		$588K Buy
4,284
+92
+2% +$13.3K 0.07% 40
2021
Q4 		$649K Buy
+4,192
New +$677K 0.13% 33

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

Advance Capital Management's DIS Position: Q4 2024 in Review

Advance Capital Management sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,237 shares — an estimated $215K sold.

Advance Capital Management first reported a position in DIS in Q4 2021 and held it in 12 quarters. The position peaked at $649K in Q4 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Advance Capital Management reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Advance Capital Management sold 2,237 Walt Disney shares in Q4 2024, an estimated $215K.
  • Advance Capital Management first reported a position in Walt Disney in Q4 2021 and held it in 12 quarters.
  • Advance Capital Management's Walt Disney position peaked at $649K in Q4 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Advance Capital Management's 13F filing for Q4 2024, filed 6 Jan 2025.