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Freedman Financial Associates’s Walt Disney DIS Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,043
Closed -$145K – 101
2022
Q1 		$145K Buy
1,043
+60
+6% +$8.67K 0.1% 96
2021
Q4 		$152K Hold
983
– – 0.1% 92
2021
Q3 		$166K Hold
983
– – 0.12% 79
2021
Q2 		$173K Sell
983
-1
-0.1% -$180 0.13% 73
2021
Q1 		$181K Hold
984
– – 0.15% 64
2020
Q4 		$178K Buy
+984
New +$141K 0.16% 61

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Northern Trust
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedman Financial Associates's DIS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,043 shares — an estimated $145K sold.

Freedman Financial Associates first reported a position in DIS in Q4 2020 and held it in 6 quarters. The position peaked at $181K in Q1 2021. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,043 Walt Disney shares in Q2 2022, an estimated $145K.
  • Freedman Financial Associates first reported a position in Walt Disney in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Walt Disney position peaked at $181K in Q1 2021.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.