BCWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return