Bickling Financial Services’s Walt Disney DIS Stock Holding History

Bickling Financial Services’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	$382K	Buy	4,394 +413	+10%	+$39.5K	0.24%	73
2022 Q3	$376K	Sell	3,981 -682	-15%	-$73K	0.25%	72
2022 Q2	$440K	Sell	4,663 -65	-1%	-$7.21K	0.28%	69
2022 Q1	$648K	Buy	4,728 +624	+15%	+$90.2K	0.33%	53
2021 Q4	$636K	Buy	4,104 +301	+8%	+$48.6K	0.31%	57
2021 Q3	$643K	Sell	3,803 -255	-6%	-$45.5K	0.33%	52
2021 Q2	$713K	Buy	4,058 +1,120	+38%	+$201K	0.32%	52
2021 Q1	$542K	Sell	2,938 -84	-3%	-$15.5K	0.27%	64
2020 Q4	$548K	Buy	+3,022	New	+$434K	0.34%	50

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bickling Financial Services's DIS Position: Q4 2022 in Review

Bickling Financial Services increased its Walt Disney (DIS) stake by 10% in Q4 2022, buying an estimated $39.5K and bringing the position to 4,394 shares worth $382K. The position accounts for 0.24% of the portfolio, ranked #73.

Bickling Financial Services first reported a position in DIS in Q4 2020 and has held it in 9 quarters since. The position peaked at $713K in Q2 2021. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Bickling Financial Services held 4,394 shares of Walt Disney worth $382K as of Q4 2022.
Bickling Financial Services bought 413 Walt Disney shares in Q4 2022, an estimated $39.5K.
Walt Disney made up 0.24% of Bickling Financial Services's portfolio in Q4 2022, its #73 holding.
Bickling Financial Services first reported a position in Walt Disney in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Walt Disney position peaked at $713K in Q2 2021.
2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.