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Goodman Advisory Group’s Walt Disney DIS Stock Holding History

Goodman Advisory Group’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
-628
Closed -$76.8K – 183
2024
Q1 		$76.8K Buy
628
+512
+441% +$53.5K 0.02% 91
2023
Q4 		$10.5K Sell
116
-85
-42% -$7.49K ﹤0.01% 121
2023
Q3 		$16.3K Hold
201
– – 0.01% 118
2023
Q2 		$17.9K Buy
201
+85
+73% +$8.05K 0.01% 108
2023
Q1 		$11.6K Hold
116
– – 0.01% 112
2022
Q4 		$10K Sell
116
-125
-52% -$12K 0.01% 109
2022
Q3 		$23K Hold
241
– – 0.01% 91
2022
Q2 		$23K Buy
+241
New +$26.7K 0.01% 95

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

Goodman Advisory Group's DIS Position: Q2 2024 in Review

Goodman Advisory Group sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 628 shares — an estimated $76.8K sold.

Goodman Advisory Group first reported a position in DIS in Q2 2022 and held it in 8 quarters. The position peaked at $76.8K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Goodman Advisory Group reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 628 Walt Disney shares in Q2 2024, an estimated $76.8K.
  • Goodman Advisory Group first reported a position in Walt Disney in Q2 2022 and held it in 8 quarters.
  • Goodman Advisory Group's Walt Disney position peaked at $76.8K in Q1 2024.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Goodman Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.