CWA
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Clearview Wealth Advisors’s Walt Disney DIS Stock Holding History

Clearview 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
2023
Q3 		– Sell
-165
Closed -$14.8K – 238
2023
Q2 		$14.8K Sell
165
-15
-8% -$1.42K 0.02% 312
2023
Q1 		$18.1K Sell
180
-30
-14% -$3.02K 0.02% 289
2022
Q4 		$18.3K Sell
210
-200
-49% -$19.1K 0.01% 263
2022
Q3 		$39K Sell
410
-425
-51% -$45.5K 0.03% 190
2022
Q2 		$79K Sell
835
-364
-30% -$40.4K 0.06% 140
2022
Q1 		$165K Sell
1,199
-8
-0.7% -$1.16K 0.11% 93
2021
Q4 		$187K Sell
1,207
-16
-1% -$2.58K 0.11% 109
2021
Q3 		$207K Buy
1,223
+22
+2% +$3.92K 0.13% 113
2021
Q2 		$211K Buy
1,201
+129
+12% +$23.2K 0.13% 112
2021
Q1 		$198K Sell
1,072
-130
-11% -$24K 0.13% 112
2020
Q4 		$218K Buy
+1,202
New +$173K 0.15% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clearview Wealth Advisors's DIS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 165 shares — an estimated $14.8K sold.

Clearview Wealth Advisors first reported a position in DIS in Q4 2020 and held it in 11 quarters. The position peaked at $218K in Q4 2020. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 165 Walt Disney shares in Q3 2023, an estimated $14.8K.
  • Clearview Wealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Walt Disney position peaked at $218K in Q4 2020.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.