FWM
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Foresight Wealth Management’s Walt Disney DIS Stock Holding History

Foresight Wealth Management’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
2022
Q4 		– Sell
-3,987
Closed -$376K – 33
2022
Q3 		$376K Sell
3,987
-160
-4% -$17.1K 0.09% 75
2022
Q2 		$391K Sell
4,147
-145
-3% -$16.1K 0.08% 76
2022
Q1 		$589K Buy
4,292
+36
+0.8% +$5.2K 0.11% 65
2021
Q4 		$659K Sell
4,256
-152
-3% -$24.5K 0.01% 64
2021
Q3 		$746K Sell
4,408
-1,214
-22% -$216K 0.15% 51
2021
Q2 		$988K Buy
5,622
+155
+3% +$27.9K 0.22% 43
2021
Q1 		$1.01M Sell
5,467
-148
-3% -$27.3K 0.26% 39
2020
Q4 		$1.02M Sell
5,615
-767
-12% -$110K 0.27% 41
2020
Q3 		$792K Sell
6,382
-58
-0.9% -$7.25K 0.27% 45
2020
Q2 		$718K Buy
6,440
+448
+7% +$49.5K 0.33% 46
2020
Q1 		$579K Buy
5,992
+439
+8% +$55.5K 0.4% 46
2019
Q4 		$803K Buy
5,553
+93
+2% +$13K 0.49% 41
2019
Q3 		$711K Buy
5,460
+197
+4% +$27.2K 0.51% 43
2019
Q2 		$735K Buy
5,263
+300
+6% +$39.8K 0.56% 45
2019
Q1 		$551K Sell
4,963
-196
-4% -$21.9K 0.48% 52
2018
Q4 		$566K Buy
+5,159
New +$587K 0.6% 45

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foresight Wealth Management's DIS Position: Q4 2022 in Review

Foresight Wealth Management sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 3,987 shares — an estimated $376K sold.

Foresight Wealth Management first reported a position in DIS in Q4 2018 and held it in 16 quarters. The position peaked at $1.02M in Q4 2020. 2,991 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Foresight Wealth Management reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 3,987 Walt Disney shares in Q4 2022, an estimated $376K.
  • Foresight Wealth Management first reported a position in Walt Disney in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Walt Disney position peaked at $1.02M in Q4 2020.
  • 2,991 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.