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Consolidated Planning Corp’s Walt Disney DIS Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-743
Closed -$126K – 160
2021
Q3 		$126K Buy
+743
New +$132K 0.08% 85

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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Consolidated Planning Corp's DIS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 743 shares — an estimated $126K sold.

Consolidated Planning Corp first reported a position in DIS in Q3 2021 and held it in 1 quarter. The position peaked at $126K in Q3 2021. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 743 Walt Disney shares in Q4 2021, an estimated $126K.
  • Consolidated Planning Corp first reported a position in Walt Disney in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Walt Disney position peaked at $126K in Q3 2021.
  • 3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.