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Financial Architects (New Jersey)’s Walt Disney DIS Stock Holding History

Financial Architects (New Jersey)’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
2016
Q3 		– Sell
-400
Closed -$2K – 1459
2016
Q2 		$2K Buy
+400
New +$40K ﹤0.01% 1288

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Architects (New Jersey)'s DIS Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Walt Disney (DIS) stake by 4.6% in Q2 2023, selling an estimated $40.3K and leaving 8,849 shares worth $790K. The position accounts for 0.12% of the portfolio, ranked #164.

Financial Architects (New Jersey) first reported a position in DIS in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.34M in Q4 2019. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Financial Architects (New Jersey) held 8,849 shares of Walt Disney worth $790K as of Q2 2023.
  • Financial Architects (New Jersey) sold 425 Walt Disney shares in Q2 2023, an estimated $40.3K.
  • Walt Disney made up 0.12% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #164 holding.
  • Financial Architects (New Jersey) first reported a position in Walt Disney in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Walt Disney position peaked at $2.34M in Q4 2019.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.