Advanced Research Investment Solutions’s Walt Disney DIS Stock Holding History

Advanced Research Investment Solutions’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 Q4	–	Sell	-1,141	Closed	-$108K	–	63
2022 Q3	$108K	Buy	1,141 +810	+245%	+$86.7K	0.07%	52
2022 Q2	$31K	Hold	331	–	–	0.02%	55
2022 Q1	$45K	Buy	331 +93	+39%	+$13.4K	0.02%	77
2021 Q4	$36K	Buy	238 +75	+46%	+$12.1K	0.01%	98
2021 Q3	$27.6K	Hold	163	–	–	0.01%	92
2021 Q2	$29K	Hold	163	–	–	0.03%	33
2021 Q1	$30K	Hold	163	–	–	0.03%	29
2020 Q4	$30K	Buy	163 +55	+51%	+$7.89K	0.04%	26
2020 Q3	$13K	Hold	108	–	–	0.02%	19
2020 Q2	$12K	Hold	108	–	–	0.03%	17
2020 Q1	$10.4K	Hold	108	–	–	0.03%	15
2019 Q4	$15.7K	Buy	+108	New	+$15.1K	0.12%	13

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Advanced Research Investment Solutions's DIS Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 1,141 shares — an estimated $108K sold.

Advanced Research Investment Solutions first reported a position in DIS in Q4 2019 and held it in 12 quarters. The position peaked at $108K in Q3 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 1,141 Walt Disney shares in Q4 2022, an estimated $108K.
Advanced Research Investment Solutions first reported a position in Walt Disney in Q4 2019 and held it in 12 quarters.
Advanced Research Investment Solutions's Walt Disney position peaked at $108K in Q3 2022.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.