Advocacy Wealth Management Services’s Walt Disney DIS Stock Holding History

Advocacy Wealth Management Services’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
2021 Q1	–	Sell	-332	Closed	-$60K	–	142
2020 Q4	$60K	Hold	332	–	–	0.01%	55
2020 Q3	$41K	Hold	332	–	–	0.01%	60
2020 Q2	$37K	Sell	332 -50	-13%	-$5.52K	0.01%	59
2020 Q1	$36K	Hold	382	–	–	0.01%	50
2019 Q4	$55K	Hold	382	–	–	0.02%	50
2019 Q3	$50K	Buy	382 +132	+53%	+$18.3K	0.03%	46
2019 Q2	$35K	Hold	250	–	–	0.03%	50
2019 Q1	$28K	Sell	250 -200	-44%	-$22.4K	0.03%	59
2018 Q4	$49K	Hold	450	–	–	0.04%	36
2018 Q3	$53K	Hold	450	–	–	0.03%	38
2018 Q2	$47K	Hold	450	–	–	0.03%	40
2018 Q1	$45K	Hold	450	–	–	0.03%	44
2017 Q4	$48K	Sell	450 -95	-17%	-$9.79K	0.03%	50
2017 Q3	$54K	Sell	545 -30	-5%	-$3.09K	0.02%	63
2017 Q2	$61K	Sell	575 -40	-7%	-$4.38K	0.02%	67
2017 Q1	$70K	Hold	615	–	–	0.02%	62
2016 Q4	$64K	Hold	615	–	–	0.02%	62
2016 Q3	$57K	Sell	615 -300	-33%	-$28.7K	0.02%	104
2016 Q2	$90K	Sell	915 -4	-0.4%	-$400	0.05%	101
2016 Q1	$91K	Buy	919 +4	+0.4%	+$386	0.06%	135
2015 Q4	$96K	Buy	+915	New	+$102K	0.11%	123
2013 Q3	$32K	Hold	495	–	–	0.09%	138
2013 Q2	$31K	Buy	+495	New	+$31.3K	0.12%	110

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advocacy Wealth Management Services's DIS Position: Q1 2021 in Review

Advocacy Wealth Management Services sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 332 shares — an estimated $60K sold.

Advocacy Wealth Management Services first reported a position in DIS in Q2 2013 and held it in 23 quarters. The position peaked at $96K in Q4 2015. 3,166 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

Advocacy Wealth Management Services reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 332 Walt Disney shares in Q1 2021, an estimated $60K.
Advocacy Wealth Management Services first reported a position in Walt Disney in Q2 2013 and held it in 23 quarters.
Advocacy Wealth Management Services's Walt Disney position peaked at $96K in Q4 2015.
3,166 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2021, filed 5 Apr 2021.