Delap Wealth Advisory’s Walt Disney DIS Stock Holding History

Delap Wealth Advisory’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	-3,208	Closed	-$393K	–	171
2024 Q1	$393K	Buy	+3,208	New	+$335K	0.16%	103

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

Delap Wealth Advisory's DIS Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 3,208 shares — an estimated $393K sold.

Delap Wealth Advisory first reported a position in DIS in Q1 2024 and held it in 1 quarter. The position peaked at $393K in Q1 2024. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Delap Wealth Advisory reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,208 Walt Disney shares in Q2 2024, an estimated $393K.
Delap Wealth Advisory first reported a position in Walt Disney in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Walt Disney position peaked at $393K in Q1 2024.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.