AWA
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Alta Wealth Advisors’s Walt Disney DIS Stock Holding History

Alta Wealth 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
2023
Q3 		– Sell
-8,867
Closed -$792K – 132
2023
Q2 		$792K Sell
8,867
-221
-2% -$20.9K 0.46% 62
2023
Q1 		$910K Sell
9,088
-588
-6% -$59.3K 0.57% 54
2022
Q4 		$841K Sell
9,676
-672
-6% -$64.3K 0.57% 53
2022
Q3 		$976K Sell
10,348
-434
-4% -$46.4K 0.7% 36
2022
Q2 		$1.01M Sell
10,782
-72
-0.7% -$7.99K 0.7% 38
2022
Q1 		$1.49M Sell
10,854
-92
-0.8% -$13.3K 0.88% 28
2021
Q4 		$1.7M Buy
10,946
+736
+7% +$119K 1.04% 24
2021
Q3 		$1.73M Buy
10,210
+37
+0.4% +$6.59K 1.25% 18
2021
Q2 		$1.79M Buy
10,173
+1,586
+18% +$285K 1.31% 14
2021
Q1 		$1.58M Hold
8,587
– – 1.32% 14
2020
Q4 		$1.56M Buy
+8,587
New +$1.23M 1.31% 14

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return