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Advanced Asset Management Advisors’s Walt Disney DIS Stock Holding History

Advanced Asset Management Advisors’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
2023
Q1 		– Sell
-30
Closed -$2.61K – 132
2022
Q4 		$2.61K Buy
+30
New +$2.87K ﹤0.01% 222

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
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
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

Advanced Asset Management Advisors's DIS Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 30 shares — an estimated $2.61K sold.

Advanced Asset Management Advisors first reported a position in DIS in Q4 2022 and held it in 1 quarter. The position peaked at $2.61K in Q4 2022. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 30 Walt Disney shares in Q1 2023, an estimated $2.61K.
  • Advanced Asset Management Advisors first reported a position in Walt Disney in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's Walt Disney position peaked at $2.61K in Q4 2022.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.