CWA
DIS icon

Clarus Wealth Advisors’s Walt Disney DIS Stock Holding History

Clarus 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
2021
Q2 		– Sell
-4,517
Closed -$849K – 107
2021
Q1 		$849K Buy
4,517
+1,724
+62% +$318K 0.53% 43
2020
Q4 		$500K Sell
2,793
-56
-2% -$8.04K 0.33% 54
2020
Q3 		$344K Sell
2,849
-189
-6% -$23.6K 0.27% 79
2020
Q2 		$345K Sell
3,038
-4,595
-60% -$507K 0.29% 74
2020
Q1 		$717K Buy
7,633
+87
+1% +$11K 0.72% 34
2019
Q4 		$1.09M Sell
7,546
-1,210
-14% -$169K 0.72% 28
2019
Q3 		$1.14M Buy
8,756
+4,670
+114% +$646K 0.83% 20
2019
Q2 		$571K Buy
4,086
+1,865
+84% +$247K 0.41% 40
2019
Q1 		$247K Sell
2,221
-1,950
-47% -$218K 0.18% 76
2018
Q4 		$457K Buy
4,171
+2,146
+106% +$244K 0.72% 21
2018
Q3 		$237K Buy
2,025
+111
+6% +$12.4K 0.15% 104
2018
Q2 		$192K Buy
+1,914
New +$196K 0.15% 119
2018
Q1 		– Sell
-2,466
Closed -$265K – 131
2017
Q4 		$265K Buy
+2,466
New +$254K 0.26% 68

Other funds holding DIS

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
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's DIS Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 4,517 shares — an estimated $849K sold.

Clarus Wealth Advisors first reported a position in DIS in Q4 2017 and held it in 13 quarters. The position peaked at $1.14M in Q3 2019. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Clarus Wealth Advisors reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,517 Walt Disney shares in Q2 2021, an estimated $849K.
  • Clarus Wealth Advisors first reported a position in Walt Disney in Q4 2017 and held it in 13 quarters.
  • Clarus Wealth Advisors's Walt Disney position peaked at $1.14M in Q3 2019.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.