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FinTrust Capital Advisors’s Walt Disney DIS Stock Holding History

FinTrust Capital 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
2020
Q3 		– Sell
-2,000
Closed -$3K – 1146
2020
Q2 		$3K Buy
+2,000
New +$221K ﹤0.01% 881

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FinTrust Capital Advisors's DIS Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Walt Disney (DIS) stake by 1% in Q3 2024, selling an estimated $3.77K and leaving 3,921 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #213.

FinTrust Capital Advisors first reported a position in DIS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.52M in Q4 2019. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • FinTrust Capital Advisors held 3,921 shares of Walt Disney worth $377K as of Q3 2024.
  • FinTrust Capital Advisors sold 41 Walt Disney shares in Q3 2024, an estimated $3.77K.
  • Walt Disney made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #213 holding.
  • FinTrust Capital Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Walt Disney position peaked at $1.52M in Q4 2019.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.