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BDO Wealth Advisors’s Walt Disney DIS Stock Holding History

BDO 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
2023
Q2 		$2.72M Buy
30,430
+3,264
+12% +$309K 0.31% 70
2023
Q1 		$2.72M Sell
27,166
-701
-3% -$70.7K 0.33% 63
2022
Q4 		$2.42M Buy
27,867
+521
+2% +$49.8K 0.3% 71
2022
Q3 		$2.58M Buy
27,346
+2,335
+9% +$250K 0.34% 62
2022
Q2 		$2.36M Buy
25,011
+931
+4% +$103K 0.29% 70
2022
Q1 		$3.3M Buy
24,080
+1,542
+7% +$223K 0.35% 53
2021
Q4 		$3.49M Sell
22,538
-1,022
-4% -$165K 0.37% 51
2021
Q3 		$3.99M Buy
23,560
+795
+3% +$142K 0.44% 46
2021
Q2 		$4M Buy
22,765
+1,870
+9% +$336K 0.44% 44
2021
Q1 		$3.86M Buy
20,895
+7,518
+56% +$1.39M 0.45% 43
2020
Q4 		$2.42M Sell
13,377
-104
-0.8% -$14.9K 0.34% 54
2020
Q3 		$1.67M Sell
13,481
-3,566
-21% -$446K 0.27% 68
2020
Q2 		$1.9M Buy
17,047
+175
+1% +$19.3K 0.33% 58
2020
Q1 		$1.63M Buy
16,872
+7,313
+77% +$925K 0.33% 63
2019
Q4 		$1.38M Sell
9,559
-798
-8% -$111K 0.36% 59
2019
Q3 		$1.35M Buy
10,357
+89
+0.9% +$12.3K 0.35% 55
2019
Q2 		$1.43M Sell
10,268
-300
-3% -$39.8K 0.39% 54
2019
Q1 		$1.17M Buy
10,568
+1,390
+15% +$155K 0.34% 60
2018
Q4 		$1.01M Buy
9,178
+48
+0.5% +$5.46K 0.35% 62
2018
Q3 		$1.07M Buy
9,130
+7,162
+364% +$797K 0.35% 58
2018
Q2 		$206K Buy
1,968
+828
+73% +$84.7K 0.07% 156
2018
Q1 		$114K Buy
1,140
+739
+184% +$78.5K 0.04% 174
2017
Q4 		$43K Sell
401
-144
-26% -$14.8K 0.02% 226
2017
Q3 		$54K Sell
545
-890
-62% -$91.6K 0.03% 191
2017
Q2 		$153K Buy
+1,435
New +$157K 0.07% 138

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BDO Wealth Advisors's DIS Position: Q2 2023 in Review

BDO Wealth Advisors increased its Walt Disney (DIS) stake by 12% in Q2 2023, buying an estimated $309K and bringing the position to 30,430 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #70.

BDO Wealth Advisors first reported a position in DIS in Q2 2017 and has held it in 25 quarters since. The position peaked at $4M in Q2 2021. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • BDO Wealth Advisors held 30,430 shares of Walt Disney worth $2.72M as of Q2 2023.
  • BDO Wealth Advisors bought 3,264 Walt Disney shares in Q2 2023, an estimated $309K.
  • Walt Disney made up 0.31% of BDO Wealth Advisors's portfolio in Q2 2023, its #70 holding.
  • BDO Wealth Advisors first reported a position in Walt Disney in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Walt Disney position peaked at $4M in Q2 2021.
  • 2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.