BFWA
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Benchmark Financial Wealth Advisors’s Walt Disney DIS Stock Holding History

Benchmark Financial 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 		– Sell
-2,380
Closed -$238K – 72
2023
Q1 		$238K Sell
2,380
-367
-13% -$37K 0.12% 61
2022
Q4 		$239K Buy
2,747
+91
+3% +$8.7K 0.13% 63
2022
Q3 		$251K Buy
2,656
+348
+15% +$37.2K 0.15% 58
2022
Q2 		$218K Sell
2,308
-481
-17% -$53.4K 0.11% 64
2022
Q1 		$383K Sell
2,789
-29
-1% -$4.19K 0.16% 47
2021
Q4 		$437K Sell
2,818
-129
-4% -$20.8K 0.18% 41
2021
Q3 		$499K Buy
2,947
+211
+8% +$37.6K 0.24% 38
2021
Q2 		$481K Sell
2,736
-486
-15% -$87.4K 0.23% 42
2021
Q1 		$594K Buy
3,222
+512
+19% +$94.4K 0.32% 32
2020
Q4 		$491K Sell
2,710
-170
-6% -$24.4K 0.27% 36
2020
Q3 		$357K Sell
2,880
-233
-7% -$29.1K 0.23% 37
2020
Q2 		$347K Buy
3,113
+959
+45% +$106K 0.26% 36
2020
Q1 		$208K Buy
2,154
+12
+0.6% +$1.52K 0.21% 35
2019
Q4 		$310K Buy
2,142
+15
+0.7% +$2.09K 0.26% 29
2019
Q3 		$277K Buy
2,127
+149
+8% +$20.6K 0.27% 29
2019
Q2 		$276K Buy
+1,978
New +$262K 0.27% 29

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

Benchmark Financial Wealth Advisors's DIS Position: Q2 2023 in Review

Benchmark Financial Wealth Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,380 shares — an estimated $238K sold.

Benchmark Financial Wealth Advisors first reported a position in DIS in Q2 2019 and held it in 16 quarters. The position peaked at $594K in Q1 2021. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Benchmark Financial Wealth Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 2,380 Walt Disney shares in Q2 2023, an estimated $238K.
  • Benchmark Financial Wealth Advisors first reported a position in Walt Disney in Q2 2019 and held it in 16 quarters.
  • Benchmark Financial Wealth Advisors's Walt Disney position peaked at $594K in Q1 2021.
  • 2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.