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Brendel Financial Advisors’s Walt Disney DIS Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-466
Closed -$82K – 120
2021
Q2 		$82K Buy
+466
New +$83.8K 0.05% 140

Other funds holding DIS

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brendel Financial Advisors's DIS Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 466 shares — an estimated $82K sold.

Brendel Financial Advisors first reported a position in DIS in Q2 2021 and held it in 1 quarter. The position peaked at $82K in Q2 2021. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 466 Walt Disney shares in Q3 2021, an estimated $82K.
  • Brendel Financial Advisors first reported a position in Walt Disney in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Walt Disney position peaked at $82K in Q2 2021.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.