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Howard Wealth Management’s Walt Disney DIS Stock Holding History

Howard 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
2021
Q2 		– Sell
-1,492
Closed -$275K – 129
2021
Q1 		$275K Sell
1,492
-354
-19% -$65.3K 0.16% 105
2020
Q4 		$334K Sell
1,846
-205
-10% -$29.4K 0.21% 94
2020
Q3 		$254K Sell
2,051
-91
-4% -$11.4K 0.18% 103
2020
Q2 		$238K Buy
2,142
+52
+2% +$5.74K 0.19% 100
2020
Q1 		$201K Buy
2,090
+621
+42% +$78.5K 0.21% 93
2019
Q4 		$212K Buy
+1,469
New +$205K 0.18% 93

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Howard Wealth Management's DIS Position: Q2 2021 in Review

Howard Wealth Management sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 1,492 shares — an estimated $275K sold.

Howard Wealth Management first reported a position in DIS in Q4 2019 and held it in 6 quarters. The position peaked at $334K in Q4 2020. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Howard Wealth Management reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Howard Wealth Management sold 1,492 Walt Disney shares in Q2 2021, an estimated $275K.
  • Howard Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 6 quarters.
  • Howard Wealth Management's Walt Disney position peaked at $334K in Q4 2020.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Howard Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.