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Coppell Advisory Solutions Corp’s Walt Disney DIS Stock Holding History

Coppell Advisory Solutions 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
2024
Q1 		$540K Buy
+4,410
New +$461K 0.1% 148
2023
Q1 		$300K Sell
3,056
-325
-10% -$32.8K 0.1% 159
2022
Q4 		$294K Buy
+3,381
New +$323K 0.1% 141

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions Corp's DIS Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Walt Disney (DIS) in Q1 2024: 4,410 shares worth $540K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DIS as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in DIS in Q4 2022 and has held it in 3 quarters since. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Coppell Advisory Solutions Corp held 4,410 shares of Walt Disney worth $540K as of Q1 2024.
  • Walt Disney was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Walt Disney made up 0.1% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #148 holding.
  • Coppell Advisory Solutions Corp first reported a position in Walt Disney in Q4 2022 and has held it in 3 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.