Defined Wealth Management’s Walt Disney DIS Stock Holding History

Defined Wealth Management’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 Q2	–	Sell	-1,787	Closed	-$219K	–	108
2024 Q1	$219K	Buy	+1,787	New	+$187K	0.16%	102
2021 Q1	–	Sell	-1,006	Closed	-$182K	–	121
2020 Q4	$182K	Buy	+1,006	New	+$144K	0.18%	93

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Defined Wealth Management's DIS Position: Q2 2024 in Review

Defined Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,787 shares — an estimated $219K sold.

Defined Wealth Management first reported a position in DIS in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Defined Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Defined Wealth Management sold 1,787 Walt Disney shares in Q2 2024, an estimated $219K.
Defined Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 2 quarters.
Defined Wealth Management's Walt Disney position peaked at $219K in Q1 2024.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Defined Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.