EWA
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ERTS Wealth Advisors’s Walt Disney DIS Stock Holding History

ERTS Wealth 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
Q1 		– Sell
-1,117
Closed -$202K – 87
2020
Q4 		$202K Buy
+1,117
New +$160K 0.07% 76
2019
Q1 		– Sell
-1,040
Closed -$114K – 146
2018
Q4 		$114K Buy
+1,040
New +$118K 0.08% 105

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ERTS Wealth Advisors's DIS Position: Q1 2021 in Review

ERTS Wealth Advisors sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 1,117 shares — an estimated $202K sold.

ERTS Wealth Advisors first reported a position in DIS in Q4 2018 and held it in 2 quarters. The position peaked at $202K in Q4 2020. 3,163 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • ERTS Wealth Advisors reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,117 Walt Disney shares in Q1 2021, an estimated $202K.
  • ERTS Wealth Advisors first reported a position in Walt Disney in Q4 2018 and held it in 2 quarters.
  • ERTS Wealth Advisors's Walt Disney position peaked at $202K in Q4 2020.
  • 3,163 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on ERTS Wealth Advisors's 13F filing for Q1 2021, filed 7 May 2021.