AmeriServ Wealth Advisors’s Walt Disney DIS Stock Holding History

AmeriServ 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
2022 Q2	–	Sell	-5,204	Closed	-$714K	–	57
2022 Q1	$714K	Buy	5,204 +272	+6%	+$39.3K	0.52%	36
2021 Q4	$764K	Sell	4,932 -125	-2%	-$20.2K	0.52%	30
2021 Q3	$855K	Sell	5,057 -473	-9%	-$84.3K	0.66%	30
2021 Q2	$972K	Sell	5,530 -1,222	-18%	-$220K	0.76%	29
2021 Q1	$1.25M	Sell	6,752 -150	-2%	-$27.7K	1.07%	20
2020 Q4	$1.25M	Buy	+6,902	New	+$991K	1.23%	19
2019 Q3	$221K	Sell	1,699 -3,500	-67%	-$484K	0.3%	57
2019 Q2	$726K	Buy	5,199 +500	+11%	+$66.3K	0.95%	25
2019 Q1	$522K	Buy	+4,699	New	+$525K	1.09%	28
2014 Q1	–	Sell	-3,231	Closed	-$247K	–	138
2013 Q4	$247K	Buy	3,231 +126	+4%	+$8.73K	0.15%	155
2013 Q3	$200K	Buy	+3,105	New	+$199K	0.13%	168

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AmeriServ Wealth Advisors's DIS Position: Q2 2022 in Review

AmeriServ Wealth Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 5,204 shares — an estimated $714K sold.

AmeriServ Wealth Advisors first reported a position in DIS in Q3 2013 and held it in 11 quarters. The position peaked at $1.25M in Q4 2020. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

AmeriServ Wealth Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
AmeriServ Wealth Advisors sold 5,204 Walt Disney shares in Q2 2022, an estimated $714K.
AmeriServ Wealth Advisors first reported a position in Walt Disney in Q3 2013 and held it in 11 quarters.
AmeriServ Wealth Advisors's Walt Disney position peaked at $1.25M in Q4 2020.
3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.