GWMIA
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Global Wealth Management Investment Advisory’s Walt Disney DIS Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-2,358
Closed -$289K – 133
2024
Q1 		$289K Sell
2,358
-69
-3% -$7.21K 0.07% 123
2023
Q4 		$219K Buy
2,427
+133
+6% +$11.7K 0.06% 128
2023
Q3 		$186K Sell
2,294
-148
-6% -$12.6K 0.05% 135
2023
Q2 		$218K Sell
2,442
-411
-14% -$38.9K 0.06% 134
2023
Q1 		$286K Sell
2,853
-6,881
-71% -$694K 0.09% 121
2022
Q4 		$846K Sell
9,734
-1,532
-14% -$147K 0.28% 86
2022
Q3 		$1.06M Buy
11,266
+782
+7% +$83.7K 0.38% 75
2022
Q2 		$990K Buy
10,484
+1,777
+20% +$197K 0.33% 74
2022
Q1 		$1.19M Buy
8,707
+706
+9% +$102K 0.36% 77
2021
Q4 		$1.24M Buy
8,001
+557
+7% +$90K 0.37% 73
2021
Q3 		$1.26M Buy
7,444
+602
+9% +$107K 0.4% 74
2021
Q2 		$1.2M Buy
6,842
+125
+2% +$22.5K 0.4% 75
2021
Q1 		$1.24M Sell
6,717
-9
-0.1% -$1.66K 0.45% 70
2020
Q4 		$1.22M Buy
6,726
+592
+10% +$85K 0.47% 69
2020
Q3 		$761K Sell
6,134
-2,287
-27% -$286K 0.33% 77
2020
Q2 		$939K Buy
8,421
+1,336
+19% +$147K 0.4% 70
2020
Q1 		$684K Buy
7,085
+602
+9% +$76.1K 0.34% 73
2019
Q4 		$938K Buy
6,483
+1,288
+25% +$180K 0.4% 68
2019
Q3 		$677K Buy
5,195
+1,084
+26% +$150K 0.31% 75
2019
Q2 		$574K Buy
4,111
+147
+4% +$19.5K 0.28% 77
2019
Q1 		$440K Sell
3,964
-110
-3% -$12.3K 0.23% 84
2018
Q4 		$447K Buy
+4,074
New +$463K 0.26% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Global Wealth Management Investment Advisory's DIS Position: Q2 2024 in Review

Global Wealth Management Investment Advisory sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,358 shares — an estimated $289K sold.

Global Wealth Management Investment Advisory first reported a position in DIS in Q4 2018 and held it in 22 quarters. The position peaked at $1.26M in Q3 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Global Wealth Management Investment Advisory reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2,358 Walt Disney shares in Q2 2024, an estimated $289K.
  • Global Wealth Management Investment Advisory first reported a position in Walt Disney in Q4 2018 and held it in 22 quarters.
  • Global Wealth Management Investment Advisory's Walt Disney position peaked at $1.26M in Q3 2021.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2024, filed 5 Aug 2024.