FWM
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FFT Wealth Management’s Walt Disney DIS Stock Holding History

FFT Wealth Management’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
2022
Q2 		– Sell
-1,495
Closed -$205K – 53
2022
Q1 		$205K Buy
1,495
+35
+2% +$5.06K 0.02% 56
2021
Q4 		$226K Buy
+1,460
New +$236K 0.02% 53
2021
Q3 		– Sell
-212
Closed -$37K – 140
2021
Q2 		$37K Buy
+212
New +$38.1K 0.01% 145
2017
Q1 		– Sell
-4,000
Closed -$417K – 93
2016
Q4 		$417K Hold
4,000
– – 0.1% 58
2016
Q3 		$370K Hold
4,000
– – 0.16% 51
2016
Q2 		$394K Hold
4,000
– – 0.16% 48
2016
Q1 		$397K Buy
4,000
+1,000
+33% +$96.5K 0.17% 44
2015
Q4 		$315K Buy
+3,000
New +$334K 0.25% 45

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFT Wealth Management's DIS Position: Q2 2022 in Review

FFT Wealth Management sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,495 shares — an estimated $205K sold.

FFT Wealth Management first reported a position in DIS in Q4 2015 and held it in 8 quarters. The position peaked at $417K in Q4 2016. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • FFT Wealth Management reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • FFT Wealth Management sold 1,495 Walt Disney shares in Q2 2022, an estimated $205K.
  • FFT Wealth Management first reported a position in Walt Disney in Q4 2015 and held it in 8 quarters.
  • FFT Wealth Management's Walt Disney position peaked at $417K in Q4 2016.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on FFT Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.