Blodgett Wealth Advisors’s Walt Disney DIS Stock Holding History

Blodgett 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
2024 Q2	–	Sell	-1,703	Closed	-$208K	–	61
2024 Q1	$208K	Buy	+1,703	New	+$178K	0.19%	62
2023 Q4	–	Sell	-2,475	Closed	-$201K	–	61
2023 Q3	$201K	Sell	2,475 -50	-2%	-$4.27K	0.22%	57
2023 Q2	$225K	Sell	2,525 -400	-14%	-$37.9K	0.23%	55
2023 Q1	$293K	Sell	2,925 -425	-13%	-$42.8K	0.34%	47
2022 Q4	$291K	Sell	3,350 -1,500	-31%	-$143K	0.35%	46
2022 Q3	$458K	Sell	4,850 -1,134	-19%	-$121K	0.55%	38
2022 Q2	$565K	Sell	5,984 -3,285	-35%	-$365K	0.62%	36
2022 Q1	$1.27M	Sell	9,269 -639	-6%	-$92.4K	1.06%	23
2021 Q4	$1.53M	Buy	+9,908	New	+$1.6M	1.19%	20

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

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

Norges Bank Oslo, Norway $935B AUM

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

Blodgett Wealth Advisors's DIS Position: Q2 2024 in Review

Blodgett Wealth Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,703 shares — an estimated $208K sold.

Blodgett Wealth Advisors first reported a position in DIS in Q4 2021 and held it in 9 quarters. The position peaked at $1.53M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Blodgett Wealth Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Blodgett Wealth Advisors sold 1,703 Walt Disney shares in Q2 2024, an estimated $208K.
Blodgett Wealth Advisors first reported a position in Walt Disney in Q4 2021 and held it in 9 quarters.
Blodgett Wealth Advisors's Walt Disney position peaked at $1.53M in Q4 2021.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.