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Capital Directions Investment Advisors’s Walt Disney DIS Stock Holding History

Capital Directions Investment 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 		$65.1K Buy
+749
New +$71.6K 0.02% 107
2022
Q3 		– Sell
-1,664
Closed -$178K – 78
2022
Q2 		$157K Sell
1,664
-124
-7% -$13.8K 0.05% 78
2022
Q1 		$245K Sell
1,788
-602
-25% -$87K 0.07% 65
2021
Q4 		$370K Sell
2,390
-55
-2% -$8.88K 0.11% 57
2021
Q3 		$414K Buy
2,445
+129
+6% +$23K 0.13% 51
2021
Q2 		$407K Buy
+2,316
New +$417K 0.12% 51
2021
Q1 		– Sell
-2,171
Closed -$393K – 225
2020
Q4 		$393K Hold
2,171
– – 0.13% 44
2020
Q3 		$269K Buy
2,171
+356
+20% +$44.5K 0.1% 52
2020
Q2 		$202K Buy
1,815
+125
+7% +$13.8K 0.08% 55
2020
Q1 		$163K Hold
1,690
– – 0.07% 60
2019
Q4 		$244K Hold
1,690
– – 0.08% 62
2019
Q3 		$220K Buy
+1,690
New +$234K 0.07% 60
2018
Q3 		– Sell
-280
Closed -$29K – 166
2018
Q2 		$29K Buy
+280
New +$28.6K 0.01% 96

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

Capital Directions Investment Advisors's DIS Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Walt Disney (DIS) in Q4 2022: 749 shares worth $65.1K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DIS as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DIS in Q2 2018 and has held it in 13 quarters since. The position peaked at $414K in Q3 2021. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Capital Directions Investment Advisors held 749 shares of Walt Disney worth $65.1K as of Q4 2022.
  • Walt Disney was a new Capital Directions Investment Advisors position in Q4 2022.
  • Walt Disney made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #107 holding.
  • Capital Directions Investment Advisors first reported a position in Walt Disney in Q2 2018 and has held it in 13 quarters since.
  • Capital Directions Investment Advisors's Walt Disney position peaked at $414K in Q3 2021.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.