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Clear Perspectives Financial Planning’s Walt Disney DIS Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$1.2K Hold
12
– – ﹤0.01% 174
2022
Q4 		$1.04K Hold
12
– – ﹤0.01% 194
2022
Q3 		$1K Hold
12
– – ﹤0.01% 198
2022
Q2 		$1K Sell
12
-169
-93% -$18.8K ﹤0.01% 205
2022
Q1 		$25K Buy
181
+101
+126% +$14.6K 0.01% 127
2021
Q4 		$12K Buy
80
+4
+5% +$646 ﹤0.01% 164
2021
Q3 		$13K Buy
76
+68
+850% +$12.1K 0.01% 147
2021
Q2 		$1K Hold
8
– – ﹤0.01% 196
2021
Q1 		$1K Hold
8
– – ﹤0.01% 178
2020
Q4 		$1K Buy
+8
New +$1.15K ﹤0.01% 175

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's DIS Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Walt Disney (DIS) position steady in Q1 2023 at 12 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Clear Perspectives Financial Planning first reported a position in DIS in Q4 2020 and has held it in 10 quarters since. The position peaked at $25K in Q1 2022. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Clear Perspectives Financial Planning held 12 shares of Walt Disney worth $1.2K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Walt Disney share count unchanged in Q1 2023.
  • Walt Disney made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #174 holding.
  • Clear Perspectives Financial Planning first reported a position in Walt Disney in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Walt Disney position peaked at $25K in Q1 2022.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.