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Engrave Wealth Partners’s Walt Disney DIS Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-798
Closed -$89K – 153
2020
Q2 		$89K Buy
798
+54
+7% +$5.96K 0.08% 79
2020
Q1 		$71K Sell
744
-109
-13% -$13.8K 0.08% 75
2019
Q4 		$123K Buy
+853
New +$119K 0.12% 65

Other funds holding DIS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engrave Wealth Partners's DIS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Walt Disney (DIS) in Q3 2020, closing a stake of 798 shares — an estimated $89K sold.

Engrave Wealth Partners first reported a position in DIS in Q4 2019 and held it in 3 quarters. The position peaked at $123K in Q4 2019. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Walt Disney position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 798 Walt Disney shares in Q3 2020, an estimated $89K.
  • Engrave Wealth Partners first reported a position in Walt Disney in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Walt Disney position peaked at $123K in Q4 2019.
  • 2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.