APW
DIS icon

Aurora Private Wealth’s Walt Disney DIS Stock Holding History

Aurora Private Wealth’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
-2,781
Closed -$338K – 147
2024
Q1 		$338K Sell
2,781
-72
-3% -$7.52K 0.29% 89
2023
Q4 		$258K Sell
2,853
-33
-1% -$2.91K 0.24% 115
2023
Q3 		$234K Buy
2,886
+177
+7% +$15.1K 0.26% 113
2023
Q2 		$242K Sell
2,709
-99
-4% -$9.38K 0.28% 104
2023
Q1 		$281K Buy
+2,808
New +$283K 0.3% 104
2022
Q4 		– Sell
-2,532
Closed -$239K – 154
2022
Q3 		$239K Buy
2,532
+3
+0.1% +$321 0.11% 138
2022
Q2 		$239K Sell
2,529
-67
-3% -$7.44K 0.11% 142
2022
Q1 		$356K Sell
2,596
-763
-23% -$110K 0.15% 118
2021
Q4 		$520K Sell
3,359
-566
-14% -$91.4K 0.23% 81
2021
Q3 		$664K Buy
3,925
+81
+2% +$14.4K 0.27% 74
2021
Q2 		$676K Sell
3,844
-139
-3% -$25K 0.27% 83
2021
Q1 		$735K Sell
3,983
-6,066
-60% -$1.12M 0.3% 70
2020
Q4 		$1.82M Sell
10,049
-20
-0.2% -$2.87K 0.77% 19
2020
Q3 		$1.25M Buy
10,069
+937
+10% +$117K 0.53% 31
2020
Q2 		$1.02M Sell
9,132
-7,423
-45% -$819K 0.47% 40
2020
Q1 		$1.6M Buy
16,555
+7,838
+90% +$991K 0.56% 37
2019
Q4 		$1.26M Buy
+8,717
New +$1.22M 0.45% 40

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Aurora Private Wealth's DIS Position: Q2 2024 in Review

Aurora Private Wealth sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,781 shares — an estimated $338K sold.

Aurora Private Wealth first reported a position in DIS in Q4 2019 and held it in 17 quarters. The position peaked at $1.82M in Q4 2020. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Aurora Private Wealth reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Aurora Private Wealth sold 2,781 Walt Disney shares in Q2 2024, an estimated $338K.
  • Aurora Private Wealth first reported a position in Walt Disney in Q4 2019 and held it in 17 quarters.
  • Aurora Private Wealth's Walt Disney position peaked at $1.82M in Q4 2020.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Aurora Private Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.