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Axim Planning & Wealth’s Walt Disney DIS Stock Holding History

Axim Planning & 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
2022
Q4 		– Sell
-100
Closed -$9K – 60
2022
Q3 		$9K Sell
100
-600
-86% -$64.2K 0.01% 116
2022
Q2 		$66K Buy
+700
New +$77.7K 0.05% 34

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axim Planning & Wealth's DIS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 100 shares — an estimated $9K sold.

Axim Planning & Wealth first reported a position in DIS in Q2 2022 and held it in 2 quarters. The position peaked at $66K in Q2 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 100 Walt Disney shares in Q4 2022, an estimated $9K.
  • Axim Planning & Wealth first reported a position in Walt Disney in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Walt Disney position peaked at $66K in Q2 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.