Affinia Financial Group’s Walt Disney DIS Stock Holding History

Affinia Financial Group’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 Q1	–	Sell	-1,519	Closed	-$220K	–	18
2019 Q4	$220K	Buy	+1,519	New	+$212K	0.14%	18

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

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

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

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

Affinia Financial Group's DIS Position: Q1 2020 in Review

Affinia Financial Group sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 1,519 shares — an estimated $220K sold.

Affinia Financial Group first reported a position in DIS in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 2,678 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

Affinia Financial Group reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
Affinia Financial Group sold 1,519 Walt Disney shares in Q1 2020, an estimated $220K.
Affinia Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 1 quarter.
Affinia Financial Group's Walt Disney position peaked at $220K in Q4 2019.
2,678 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Affinia Financial Group's 13F filing for Q1 2020, filed 14 May 2020.