IWS
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Insight Wealth Strategies’s Walt Disney DIS Stock Holding History

Insight Wealth Strategies’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
-11,288
Closed -$1.55M – 149
2022
Q1 		$1.55M Buy
11,288
+1,789
+19% +$259K 0.23% 72
2021
Q4 		$1.47M Buy
9,499
+1,612
+20% +$260K 0.21% 74
2021
Q3 		$1.33M Buy
7,887
+441
+6% +$78.6K 0.19% 76
2021
Q2 		$1.31M Sell
7,446
-786
-10% -$141K 0.19% 73
2021
Q1 		$1.52M Buy
8,232
+2,520
+44% +$465K 0.2% 72
2020
Q4 		$1.03M Buy
5,712
+126
+2% +$18.1K 0.18% 71
2020
Q3 		$693K Buy
5,586
+1,278
+30% +$160K 0.13% 79
2020
Q2 		$480K Buy
4,308
+138
+3% +$15.2K 0.11% 90
2020
Q1 		$403K Sell
4,170
-2,605
-38% -$329K 0.11% 91
2019
Q4 		$980K Buy
6,775
+23
+0.3% +$3.21K 0.21% 83
2019
Q3 		$880K Buy
6,752
+313
+5% +$43.3K 0.21% 77
2019
Q2 		$899K Buy
6,439
+1,117
+21% +$148K 0.22% 71
2019
Q1 		$591K Buy
5,322
+560
+12% +$62.6K 0.17% 86
2018
Q4 		$522K Buy
+4,762
New +$541K 0.16% 82

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

Insight Wealth Strategies's DIS Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 11,288 shares — an estimated $1.55M sold.

Insight Wealth Strategies first reported a position in DIS in Q4 2018 and held it in 14 quarters. The position peaked at $1.55M in Q1 2022. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Insight Wealth Strategies reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,288 Walt Disney shares in Q2 2022, an estimated $1.55M.
  • Insight Wealth Strategies first reported a position in Walt Disney in Q4 2018 and held it in 14 quarters.
  • Insight Wealth Strategies's Walt Disney position peaked at $1.55M in Q1 2022.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.