GCWM
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Graham Capital Wealth Management’s Walt Disney DIS Stock Holding History

Graham Capital Wealth Management’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
Q2 		– Sell
-486
Closed -$487K – 64
2023
Q1 		$487K Buy
+486
New +$49K 0.07% 116

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Graham Capital Wealth Management's DIS Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 486 shares — an estimated $487K sold.

Graham Capital Wealth Management first reported a position in DIS in Q1 2023 and held it in 1 quarter. The position peaked at $487K in Q1 2023. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 486 Walt Disney shares in Q2 2023, an estimated $487K.
  • Graham Capital Wealth Management first reported a position in Walt Disney in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Walt Disney position peaked at $487K in Q1 2023.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.