Financial Partners Group (Kansas)’s Walt Disney DIS Stock Holding History

Financial Partners Group (Kansas)’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
2024 Q2	–	Sell	-1,688	Closed	-$207K	–	173
2024 Q1	$207K	Buy	+1,688	New	+$176K	0.03%	171
2023 Q2	–	Sell	-2,325	Closed	-$233K	–	159
2023 Q1	$233K	Hold	2,325	–	–	0.05%	145
2022 Q4	$250K	Sell	2,325 -75	-3%	-$7.17K	0.06%	143
2022 Q3	$226K	Sell	2,400 -359	-13%	-$38.4K	0.06%	133
2022 Q2	$260K	Sell	2,759 -926	-25%	-$103K	0.07%	118
2022 Q1	$505K	Sell	3,685 -435	-11%	-$62.9K	0.11%	98
2021 Q4	$589K	Buy	4,120 +157	+4%	+$25.4K	0.13%	89
2021 Q3	$670K	Buy	3,963 +25	+0.6%	+$4.46K	0.16%	78
2021 Q2	$692K	Buy	3,938 +45	+1%	+$8.09K	0.18%	67
2021 Q1	$718K	Buy	3,893 +205	+6%	+$37.8K	0.2%	63
2020 Q4	$632K	Sell	3,688 -767	-17%	-$110K	0.19%	61
2020 Q3	$553K	Sell	4,455 -291	-6%	-$36.4K	0.19%	53
2020 Q2	$529K	Buy	+4,746	New	+$524K	0.21%	52
2020 Q1	–	Sell	-1,458	Closed	-$202K	–	70
2019 Q4	$202K	Buy	+1,458	New	+$204K	0.08%	78

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Partners Group (Kansas)'s DIS Position: Q2 2024 in Review

Financial Partners Group (Kansas) sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,688 shares — an estimated $207K sold.

Financial Partners Group (Kansas) first reported a position in DIS in Q4 2019 and held it in 14 quarters. The position peaked at $718K in Q1 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Financial Partners Group (Kansas) reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Financial Partners Group (Kansas) sold 1,688 Walt Disney shares in Q2 2024, an estimated $207K.
Financial Partners Group (Kansas) first reported a position in Walt Disney in Q4 2019 and held it in 14 quarters.
Financial Partners Group (Kansas)'s Walt Disney position peaked at $718K in Q1 2021.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2024, filed 19 Jul 2024.