Financial Synergies Wealth Advisors’s Walt Disney DIS Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-17	Closed	-$2.08K	–	165
2024 Q1	$2.08K	Sell	17 -52	-75%	-$5.43K	﹤0.01%	325
2023 Q4	$6K	Buy	69 +10	+17%	+$882	﹤0.01%	209
2023 Q3	$4.78K	Sell	59 -10	-14%	-$854	﹤0.01%	265
2023 Q2	$6.16K	Hold	69	–	–	﹤0.01%	254
2023 Q1	$6.91K	Hold	69	–	–	﹤0.01%	249
2022 Q4	$6K	Hold	69	–	–	﹤0.01%	209
2022 Q3	$6.51K	Sell	69 -6	-8%	-$642	﹤0.01%	182
2022 Q2	$7.08K	Buy	+75	New	+$8.32K	﹤0.01%	183
2020 Q1	–	Sell	-1,848	Closed	-$267K	–	37
2019 Q4	$267K	Buy	+1,848	New	+$258K	0.12%	29

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 Synergies Wealth Advisors's DIS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 17 shares — an estimated $2.08K sold.

Financial Synergies Wealth Advisors first reported a position in DIS in Q4 2019 and held it in 9 quarters. The position peaked at $267K in Q4 2019. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 17 Walt Disney shares in Q2 2024, an estimated $2.08K.
Financial Synergies Wealth Advisors first reported a position in Walt Disney in Q4 2019 and held it in 9 quarters.
Financial Synergies Wealth Advisors's Walt Disney position peaked at $267K in Q4 2019.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.