Game Plan Financial Advisors’s Walt Disney DIS Stock Holding History

Game Plan Financial 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
2024 Q3	–	Sell	-13,910	Closed	-$1.38M	–	394
2024 Q2	$1.38M	Sell	13,910 -169	-1%	-$18.2K	0.68%	47
2024 Q1	$1.72M	Buy	14,079 +14,074	+281,480%	+$1.47M	0.87%	40
2023 Q4	$451	Buy	+5	New	+$441	﹤0.01%	394
2022 Q1	–	Sell	-4,249	Closed	-$658K	–	110
2021 Q4	$658K	Buy	4,249 +7	+0.2%	+$1.13K	0.35%	61
2021 Q3	$718K	Sell	4,242 -924	-18%	-$165K	0.43%	62
2021 Q2	$908K	Buy	+5,166	New	+$929K	0.54%	52

Other funds holding DIS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Game Plan Financial Advisors's DIS Position: Q3 2024 in Review

Game Plan Financial Advisors sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 13,910 shares — an estimated $1.38M sold.

Game Plan Financial Advisors first reported a position in DIS in Q2 2021 and held it in 6 quarters. The position peaked at $1.72M in Q1 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Game Plan Financial Advisors reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
Game Plan Financial Advisors sold 13,910 Walt Disney shares in Q3 2024, an estimated $1.38M.
Game Plan Financial Advisors first reported a position in Walt Disney in Q2 2021 and held it in 6 quarters.
Game Plan Financial Advisors's Walt Disney position peaked at $1.72M in Q1 2024.
2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Game Plan Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.