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Guidance Point Advisors’s Walt Disney DIS Stock Holding History

Guidance Point 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
2022
Q2 		– Sell
-1,487
Closed -$204K – 86
2022
Q1 		$204K Buy
1,487
+16
+1% +$2.31K 0.08% 89
2021
Q4 		$227K Sell
1,471
-62
-4% -$10K 0.08% 82
2021
Q3 		$259K Hold
1,533
– – 0.09% 76
2021
Q2 		$269K Hold
1,533
– – 0.1% 76
2021
Q1 		$282K Sell
1,533
-100
-6% -$18.4K 0.12% 72
2020
Q4 		$295K Sell
1,633
-187
-10% -$26.8K 0.14% 64
2020
Q3 		$225K Sell
1,820
-9
-0.5% -$1.13K 0.12% 70
2020
Q2 		$204K Buy
+1,829
New +$202K 0.11% 71
2020
Q1 		– Sell
-1,543
Closed -$223K – 65
2019
Q4 		$223K Buy
1,543
+3
+0.2% +$419 0.11% 64
2019
Q3 		$200K Buy
+1,540
New +$213K 0.11% 61

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

Guidance Point Advisors's DIS Position: Q2 2022 in Review

Guidance Point Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,487 shares — an estimated $204K sold.

Guidance Point Advisors first reported a position in DIS in Q3 2019 and held it in 10 quarters. The position peaked at $295K in Q4 2020. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Guidance Point Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Guidance Point Advisors sold 1,487 Walt Disney shares in Q2 2022, an estimated $204K.
  • Guidance Point Advisors first reported a position in Walt Disney in Q3 2019 and held it in 10 quarters.
  • Guidance Point Advisors's Walt Disney position peaked at $295K in Q4 2020.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Guidance Point Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.