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Goodwin Investment Advisory’s Walt Disney DIS Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-120
Closed -$10.4K – 118
2022
Q4 		$10.4K Hold
120
– – 0.01% 156
2022
Q3 		$11K Sell
120
-67
-36% -$7.17K 0.01% 146
2022
Q2 		$17.7K Sell
187
-128
-41% -$14.2K 0.01% 106
2022
Q1 		$43K Buy
315
+195
+163% +$28.2K 0.03% 89
2021
Q4 		$19K Hold
120
– – 0.01% 107
2021
Q3 		$20K Hold
120
– – 0.02% 101
2021
Q2 		$21K Sell
120
-50
-29% -$8.99K 0.02% 98
2021
Q1 		$31K Buy
170
+50
+42% +$9.22K 0.04% 99
2020
Q4 		$22K Buy
+120
New +$17.2K 0.03% 59

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
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
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

Goodwin Investment Advisory's DIS Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 120 shares — an estimated $10.4K sold.

Goodwin Investment Advisory first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $43K in Q1 2022. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 120 Walt Disney shares in Q1 2023, an estimated $10.4K.
  • Goodwin Investment Advisory first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
  • Goodwin Investment Advisory's Walt Disney position peaked at $43K in Q1 2022.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.