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First Personal Financial Services’s Walt Disney DIS Stock Holding History

First Personal Financial Services’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
Q3 		$353K Buy
3,671
+11
+0.3% +$1.01K 0.07% 100
2024
Q2 		$363K Sell
3,660
-135
-4% -$14.5K 0.08% 98
2024
Q1 		$464K Sell
3,795
-866
-19% -$90.5K 0.11% 87
2023
Q4 		$421K Sell
4,661
-66
-1% -$5.82K 0.1% 86
2023
Q3 		$383K Sell
4,727
-8
-0.2% -$683 0.1% 85
2023
Q2 		$423K Sell
4,735
-50
-1% -$4.74K 0.11% 82
2023
Q1 		$479K Sell
4,785
-367
-7% -$37K 0.12% 77
2022
Q4 		$448K Sell
5,152
-102
-2% -$9.76K 0.12% 80
2022
Q3 		$496K Sell
5,254
-22
-0.4% -$2.35K 0.14% 79
2022
Q2 		$498K Hold
5,276
– – 0.14% 76
2022
Q1 		$724K Sell
5,276
-102
-2% -$14.7K 0.17% 76
2021
Q4 		$833K Buy
5,378
+116
+2% +$18.7K 0.19% 75
2021
Q3 		$890K Sell
5,262
-152
-3% -$27.1K 0.22% 72
2021
Q2 		$952K Buy
5,414
+285
+6% +$51.3K 0.24% 68
2021
Q1 		$946K Sell
5,129
-106
-2% -$19.5K 0.26% 66
2020
Q4 		$948K Buy
5,235
+139
+3% +$20K 0.27% 63
2020
Q3 		$632K Sell
5,096
-95
-2% -$11.9K 0.2% 70
2020
Q2 		$579K Buy
5,191
+49
+1% +$5.41K 0.2% 72
2020
Q1 		$497K Sell
5,142
-77
-1% -$9.73K 0.19% 73
2019
Q4 		$755K Sell
5,219
-672
-11% -$93.8K 0.24% 70
2019
Q3 		$768K Sell
5,891
-2,950
-33% -$408K 0.24% 72
2019
Q2 		$1.24M Sell
8,841
-248
-3% -$32.9K 0.35% 64
2019
Q1 		$1.01M Buy
9,089
+2,868
+46% +$321K 0.31% 71
2018
Q4 		$682K Sell
6,221
-560
-8% -$63.7K 0.24% 88
2018
Q3 		$793K Buy
6,781
+106
+2% +$11.8K 0.25% 84
2018
Q2 		$700K Sell
6,675
-1,426
-18% -$146K 0.23% 89
2018
Q1 		$814K Sell
8,101
-204
-2% -$21.7K 0.18% 109
2017
Q4 		$893K Sell
8,305
-104
-1% -$10.7K 0.17% 111
2017
Q3 		$829K Sell
8,409
-100
-1% -$10.3K 0.17% 111
2017
Q2 		$904K Sell
8,509
-335
-4% -$36.7K 0.2% 105
2017
Q1 		$1M Buy
8,844
+1,109
+14% +$122K 0.24% 91
2016
Q4 		$806K Buy
7,735
+76
+1% +$7.41K 0.21% 97
2016
Q3 		$711K Sell
7,659
-390
-5% -$37.3K 0.21% 98
2016
Q2 		$787K Buy
8,049
+1,196
+17% +$120K 0.27% 87
2016
Q1 		$681K Sell
6,853
-44
-0.6% -$4.25K 0.34% 73
2015
Q4 		$725K Sell
6,897
-51
-0.7% -$5.68K 0.41% 69
2015
Q3 		$711K Buy
6,948
+425
+7% +$46.3K 0.43% 70
2015
Q2 		$745K Buy
6,523
+20
+0.3% +$2.2K 0.45% 67
2015
Q1 		$683K Sell
6,503
-275
-4% -$27.7K 0.41% 72
2014
Q4 		$638K Buy
+6,778
New +$611K 0.37% 78

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

First Personal Financial Services's DIS Position: Q3 2024 in Review

First Personal Financial Services increased its Walt Disney (DIS) stake by 0.3% in Q3 2024, buying an estimated $1.01K and bringing the position to 3,671 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #100.

First Personal Financial Services first reported a position in DIS in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.24M in Q2 2019. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • First Personal Financial Services held 3,671 shares of Walt Disney worth $353K as of Q3 2024.
  • First Personal Financial Services bought 11 Walt Disney shares in Q3 2024, an estimated $1.01K.
  • Walt Disney made up 0.07% of First Personal Financial Services's portfolio in Q3 2024, its #100 holding.
  • First Personal Financial Services first reported a position in Walt Disney in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Walt Disney position peaked at $1.24M in Q2 2019.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.