BWA
DIS icon

Boulder Wealth Advisors’s Walt Disney DIS Stock Holding History

Boulder 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
2022
Q4 		$23K Buy
+265
New +$25.3K 0.02% 62

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Boulder Wealth Advisors's DIS Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Walt Disney (DIS) in Q4 2022: 265 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #62 among its holdings.

2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Boulder Wealth Advisors held 265 shares of Walt Disney worth $23K as of Q4 2022.
  • Walt Disney was a new Boulder Wealth Advisors position in Q4 2022.
  • Walt Disney made up 0.02% of Boulder Wealth Advisors's portfolio in Q4 2022, its #62 holding.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.