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AFT Forsyth & Company’s Walt Disney DIS Stock Holding History

AFT Forsyth & Company’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
Q2 		– Sell
-2,339
Closed -$321K – 140
2022
Q1 		$321K Sell
2,339
-75
-3% -$10.8K 0.2% 117
2021
Q4 		$374K Sell
2,414
-40
-2% -$6.46K 0.19% 118
2021
Q3 		$415K Sell
2,454
-145
-6% -$25.8K 0.22% 112
2021
Q2 		$457K Sell
2,599
-3,000
-54% -$540K 0.24% 112
2021
Q1 		$1.03M Buy
5,599
+396
+8% +$73K 0.62% 50
2020
Q4 		$943K Buy
5,203
+170
+3% +$24.4K 0.59% 58
2020
Q3 		$624K Sell
5,033
-1,700
-25% -$212K 0.46% 69
2020
Q2 		$751K Sell
6,733
-46
-0.7% -$5.08K 0.63% 51
2020
Q1 		$655K Sell
6,779
-990
-13% -$125K 0.66% 49
2019
Q4 		$1.12M Sell
7,769
-100
-1% -$14K 0.86% 41
2019
Q3 		$1.02M Buy
7,869
+164
+2% +$22.7K 0.85% 41
2019
Q2 		$1.08M Buy
7,705
+70
+0.9% +$9.28K 0.89% 36
2019
Q1 		$848K Buy
7,635
+500
+7% +$55.9K 0.73% 50
2018
Q4 		$782K Sell
7,135
-37
-0.5% -$4.21K 0.78% 50
2018
Q3 		$839K Hold
7,172
– – 0.7% 50
2018
Q2 		$752K Buy
7,172
+279
+4% +$28.5K 0.66% 55
2018
Q1 		$692K Sell
6,893
-375
-5% -$39.8K 0.65% 55
2017
Q4 		$781K Buy
+7,268
New +$749K 0.76% 42
2013
Q3 		$131K Hold
2,037
– – 0.17% 127
2013
Q2 		$129K Buy
+2,037
New +$129K 0.18% 114

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

AFT Forsyth & Company's DIS Position: Q2 2022 in Review

AFT Forsyth & Company sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,339 shares — an estimated $321K sold.

AFT Forsyth & Company first reported a position in DIS in Q2 2013 and held it in 20 quarters. The position peaked at $1.12M in Q4 2019. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • AFT Forsyth & Company reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 2,339 Walt Disney shares in Q2 2022, an estimated $321K.
  • AFT Forsyth & Company first reported a position in Walt Disney in Q2 2013 and held it in 20 quarters.
  • AFT Forsyth & Company's Walt Disney position peaked at $1.12M in Q4 2019.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on AFT Forsyth & Company's 13F filing for Q2 2022, filed 28 Jul 2022.