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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

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

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return