Droms Strauss Advisors’s Walt Disney DIS Stock Holding History

Droms Strauss 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
2021 Q3	–	Sell	-1,229	Closed	-$213K	–	49
2021 Q2	$213K	Buy	+1,229	New	+$221K	0.1%	49

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Droms Strauss Advisors's DIS Position: Q3 2021 in Review

Droms Strauss Advisors sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 1,229 shares — an estimated $213K sold.

Droms Strauss Advisors first reported a position in DIS in Q2 2021 and held it in 1 quarter. The position peaked at $213K in Q2 2021. 3,087 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

Droms Strauss Advisors reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
Droms Strauss Advisors sold 1,229 Walt Disney shares in Q3 2021, an estimated $213K.
Droms Strauss Advisors first reported a position in Walt Disney in Q2 2021 and held it in 1 quarter.
Droms Strauss Advisors's Walt Disney position peaked at $213K in Q2 2021.
3,087 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Droms Strauss Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.