AIFAIM
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American Institute for Advanced Investment Management’s Walt Disney DIS Stock Holding History

American Institute for Advanced Investment Management’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
Q1 		– Sell
-467
Closed -$833K – 105
2022
Q4 		$833K Buy
+467
New +$44.7K 0.76% 41

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Institute for Advanced Investment Management's DIS Position: Q1 2023 in Review

American Institute for Advanced Investment Management sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 467 shares — an estimated $833K sold.

American Institute for Advanced Investment Management first reported a position in DIS in Q4 2022 and held it in 1 quarter. The position peaked at $833K in Q4 2022. 3,069 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • American Institute for Advanced Investment Management reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 467 Walt Disney shares in Q1 2023, an estimated $833K.
  • American Institute for Advanced Investment Management first reported a position in Walt Disney in Q4 2022 and held it in 1 quarter.
  • American Institute for Advanced Investment Management's Walt Disney position peaked at $833K in Q4 2022.
  • 3,069 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.