Blue Chip Wealth Management’s Walt Disney DIS Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$1.62M	Sell	13,027 -316	-2%	-$39.5K	1.27%	22
2020 Q2	$1.49M	Buy	13,343 +189	+1%	+$20.9K	1.41%	19
2020 Q1	$1.27M	Sell	13,154 -910	-6%	-$115K	1.58%	17
2019 Q4	$2.03M	Buy	14,064 +794	+6%	+$111K	1.88%	15
2019 Q3	$1.73M	Buy	13,270 +826	+7%	+$114K	1.8%	16
2019 Q2	$1.74M	Buy	12,444 +96	+0.8%	+$12.7K	1.83%	16
2019 Q1	$1.37M	Sell	12,348 -407	-3%	-$45.5K	1.55%	17
2018 Q4	$1.4M	Sell	12,755 -378	-3%	-$43K	1.84%	15
2018 Q3	$1.54M	Buy	13,133 +494	+4%	+$55K	1.55%	16
2018 Q2	$1.32M	Buy	12,639 +57	+0.5%	+$5.83K	1.44%	19
2018 Q1	$1.26M	Buy	+12,582	New	+$1.34M	1.29%	21

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blue Chip Wealth Management's DIS Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Walt Disney (DIS) stake by 2.4% in Q3 2020, selling an estimated $39.5K and leaving 13,027 shares worth $1.62M. The position accounts for 1.27% of the portfolio, ranked #22.

Blue Chip Wealth Management first reported a position in DIS in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.03M in Q4 2019. 2,712 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

Blue Chip Wealth Management held 13,027 shares of Walt Disney worth $1.62M as of Q3 2020.
Blue Chip Wealth Management sold 316 Walt Disney shares in Q3 2020, an estimated $39.5K.
Walt Disney made up 1.27% of Blue Chip Wealth Management's portfolio in Q3 2020, its #22 holding.
Blue Chip Wealth Management first reported a position in Walt Disney in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Walt Disney position peaked at $2.03M in Q4 2019.
2,712 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.