DWM Financial Group’s Walt Disney DIS Stock Holding History

DWM Financial Group’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
2020 Q2	–	Sell	-3,727	Closed	-$360K	–	24
2020 Q1	$360K	Buy	+3,727	New	+$471K	0.79%	19

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

DWM Financial Group's DIS Position: Q2 2020 in Review

DWM Financial Group sold out of Walt Disney (DIS) in Q2 2020, closing a stake of 3,727 shares — an estimated $360K sold.

DWM Financial Group first reported a position in DIS in Q1 2020 and held it in 1 quarter. The position peaked at $360K in Q1 2020. 2,685 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

DWM Financial Group reported no remaining Walt Disney position as of Q2 2020 after selling out during the quarter.
DWM Financial Group sold 3,727 Walt Disney shares in Q2 2020, an estimated $360K.
DWM Financial Group first reported a position in Walt Disney in Q1 2020 and held it in 1 quarter.
DWM Financial Group's Walt Disney position peaked at $360K in Q1 2020.
2,685 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.