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Alpha Financial Partners’s Walt Disney DIS Stock Holding History

Alpha Financial 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
2024
Q2 		– Sell
-2,347
Closed -$287K – 78
2024
Q1 		$287K Hold
2,347
– – 0.26% 47
2023
Q4 		$212K Buy
+2,347
New +$207K 0.21% 75
2023
Q3 		– Sell
-2,907
Closed -$260K – 84
2023
Q2 		$260K Hold
2,907
– – 0.28% 75
2023
Q1 		$291K Sell
2,907
-36
-1% -$3.63K 0.33% 62
2022
Q4 		$256K Buy
+2,943
New +$281K 0.31% 64

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Financial Partners's DIS Position: Q2 2024 in Review

Alpha Financial Partners sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,347 shares — an estimated $287K sold.

Alpha Financial Partners first reported a position in DIS in Q4 2022 and held it in 5 quarters. The position peaked at $291K in Q1 2023. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Alpha Financial Partners reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 2,347 Walt Disney shares in Q2 2024, an estimated $287K.
  • Alpha Financial Partners first reported a position in Walt Disney in Q4 2022 and held it in 5 quarters.
  • Alpha Financial Partners's Walt Disney position peaked at $291K in Q1 2023.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Alpha Financial Partners's 13F filing for Q2 2024, filed 9 Aug 2024.