All Terrain Financial Advisors’s Walt Disney DIS Stock Holding History

All Terrain Financial Advisors’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 Q2	–	Sell	-5,000	Closed	-$483K	–	113
2020 Q1	$483K	Buy	5,000 +2,000	+67%	+$253K	0.2%	68
2019 Q4	$434K	Buy	3,000 +2,000	+200%	+$279K	0.14%	88
2019 Q3	$130K	Sell	1,000 -1,000	-50%	-$138K	0.04%	168
2019 Q2	$63K	Buy	2,000 +1,000	+100%	+$133K	0.02%	182
2019 Q1	$111K	Sell	1,000 -1,000	-50%	-$112K	0.04%	188
2018 Q4	$219K	Buy	2,000 +700	+54%	+$79.6K	0.09%	134
2018 Q3	$152K	Buy	1,300 +300	+30%	+$33.4K	0.06%	173
2018 Q2	$105K	Hold	1,000	–	–	0.05%	191
2018 Q1	$100K	Buy	+1,000	New	+$106K	0.05%	191

Other funds holding DIS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

All Terrain Financial Advisors's DIS Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of Walt Disney (DIS) in Q2 2020, closing a stake of 2,475 shares — an estimated $239K sold.

All Terrain Financial Advisors first reported a position in DIS in Q4 2017 and held it in 10 quarters. The position peaked at $527K in Q1 2019. 2,685 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

All Terrain Financial Advisors reported no remaining Walt Disney position as of Q2 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 2,475 Walt Disney shares in Q2 2020, an estimated $239K.
All Terrain Financial Advisors first reported a position in Walt Disney in Q4 2017 and held it in 10 quarters.
All Terrain Financial Advisors's Walt Disney position peaked at $527K in Q1 2019.
2,685 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.