Colton Groome Financial Advisors’s Walt Disney DIS Stock Holding History

Colton Groome 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
2023 Q2	–	Sell	-4,193	Closed	-$420K	–	123
2023 Q1	$420K	Buy	4,193 +435	+12%	+$43.9K	0.2%	84
2022 Q4	$326K	Buy	3,758 +695	+23%	+$66.5K	0.16%	98
2022 Q3	$289K	Buy	3,063 +825	+37%	+$88.3K	0.15%	84
2022 Q2	$211K	Buy	2,238 +90	+4%	+$9.99K	0.11%	105
2022 Q1	$295K	Buy	+2,148	New	+$311K	0.14%	84

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Colton Groome Financial Advisors's DIS Position: Q2 2023 in Review

Colton Groome Financial Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 4,193 shares — an estimated $420K sold.

Colton Groome Financial Advisors first reported a position in DIS in Q1 2022 and held it in 5 quarters. The position peaked at $420K in Q1 2023. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Colton Groome Financial Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 4,193 Walt Disney shares in Q2 2023, an estimated $420K.
Colton Groome Financial Advisors first reported a position in Walt Disney in Q1 2022 and held it in 5 quarters.
Colton Groome Financial Advisors's Walt Disney position peaked at $420K in Q1 2023.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.