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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alta Wealth Advisors's DIS Position: Q3 2023 in Review

Alta Wealth Advisors sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 8,867 shares — an estimated $792K sold.

Alta Wealth Advisors first reported a position in DIS in Q4 2020 and held it in 11 quarters. The position peaked at $1.79M in Q2 2021. 2,826 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Alta Wealth Advisors reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 8,867 Walt Disney shares in Q3 2023, an estimated $792K.
  • Alta Wealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 11 quarters.
  • Alta Wealth Advisors's Walt Disney position peaked at $1.79M in Q2 2021.
  • 2,826 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.