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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
2019
Q4 		– Sell
-100
Closed -$13K – 226
2019
Q3 		$13K Buy
+100
New +$13.8K ﹤0.01% 209
2019
Q2 		– Sell
-600
Closed -$67K – 223
2019
Q1 		$67K Buy
+600
New +$67.1K 0.02% 202
2018
Q4 		– Sell
-100
Closed -$12K – 211
2018
Q3 		$12K Sell
100
-400
-80% -$44.5K ﹤0.01% 232
2018
Q2 		$52K Buy
+500
New +$51.1K 0.02% 212

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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.