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Independent Wealth Network’s Walt Disney DIS Stock Holding History

Independent Wealth Network’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
-1,756
Closed -$215K – 220
2024
Q1 		$215K Buy
+1,756
New +$183K 0.1% 196
2022
Q4 		– Sell
-2,959
Closed -$279K – 199
2022
Q3 		$279K Sell
2,959
-161
-5% -$17.2K 0.22% 126
2022
Q2 		$295K Sell
3,120
-402
-11% -$44.6K 0.21% 125
2022
Q1 		$483K Buy
3,522
+673
+24% +$97.3K 0.31% 90
2021
Q4 		$441K Sell
2,849
-155
-5% -$25K 0.27% 107
2021
Q3 		$511K Buy
+3,004
New +$535K 0.33% 88

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

Independent Wealth Network's DIS Position: Q2 2024 in Review

Independent Wealth Network sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,756 shares — an estimated $215K sold.

Independent Wealth Network first reported a position in DIS in Q3 2021 and held it in 6 quarters. The position peaked at $511K in Q3 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Independent Wealth Network reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Independent Wealth Network sold 1,756 Walt Disney shares in Q2 2024, an estimated $215K.
  • Independent Wealth Network first reported a position in Walt Disney in Q3 2021 and held it in 6 quarters.
  • Independent Wealth Network's Walt Disney position peaked at $511K in Q3 2021.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Independent Wealth Network's 13F filing for Q2 2024, filed 18 Jul 2024.