B.O.S.S. Retirement Advisors’s Walt Disney DIS Stock Holding History

B.O.S.S. Retirement 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
2024 Q3	–	Sell	-25,167	Closed	-$2.5M	–	208
2024 Q2	$2.5M	Buy	25,167 +8,017	+47%	+$863K	0.64%	50
2024 Q1	$1.55M	Sell	17,150 -1,210	-7%	-$126K	0.59%	64
2023 Q4	$1.66M	Sell	18,360 -523	-3%	-$46.1K	0.32%	103
2023 Q3	$1.53M	Buy	18,883 +2,114	+13%	+$181K	0.33%	113
2023 Q2	$1.5M	Buy	16,769 +879	+6%	+$83.3K	0.32%	131
2023 Q1	$1.59M	Sell	15,890 -1,710	-10%	-$172K	0.37%	112
2022 Q4	$1.53M	Buy	+17,600	New	+$1.68M	0.39%	110

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

B.O.S.S. Retirement Advisors's DIS Position: Q3 2024 in Review

B.O.S.S. Retirement Advisors sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 25,167 shares — an estimated $2.5M sold.

B.O.S.S. Retirement Advisors first reported a position in DIS in Q4 2022 and held it in 7 quarters. The position peaked at $2.5M in Q2 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

B.O.S.S. Retirement Advisors reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 25,167 Walt Disney shares in Q3 2024, an estimated $2.5M.
B.O.S.S. Retirement Advisors first reported a position in Walt Disney in Q4 2022 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's Walt Disney position peaked at $2.5M in Q2 2024.
2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.