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Ahrens Investment Partners’s Walt Disney DIS Stock Holding History

Ahrens Investment Partners’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 		$52.3K Buy
+522
New +$52.6K 0.03% 314
2022
Q3 		– Sell
-922
Closed -$87K – 346
2022
Q2 		$87K Buy
922
+175
+23% +$19.4K 0.04% 244
2022
Q1 		$102K Sell
747
-287
-28% -$41.5K 0.03% 267
2021
Q4 		$160K Buy
+1,034
New +$167K 0.07% 218

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

Ahrens Investment Partners's DIS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Walt Disney (DIS) in Q1 2023: 522 shares worth $52.3K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DIS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $160K in Q4 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Ahrens Investment Partners held 522 shares of Walt Disney worth $52.3K as of Q1 2023.
  • Walt Disney was a new Ahrens Investment Partners position in Q1 2023.
  • Walt Disney made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #314 holding.
  • Ahrens Investment Partners first reported a position in Walt Disney in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Walt Disney position peaked at $160K in Q4 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.