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Interactive Financial Advisors’s Walt Disney DIS Stock Holding History

Interactive Financial 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
2023
Q1 		– Sell
-300
Closed -$26.1K – 95
2022
Q4 		$26.1K Hold
300
– – 0.02% 138
2022
Q3 		$28K Hold
300
– – 0.02% 135
2022
Q2 		$28K Hold
300
– – 0.01% 121
2022
Q1 		$41K Hold
300
– – 0.02% 125
2021
Q4 		$46K Hold
300
– – 0.02% 124
2021
Q3 		$51K Hold
300
– – 0.02% 120
2021
Q2 		$53K Hold
300
– – 0.02% 122
2021
Q1 		$55K Hold
300
– – 0.02% 119
2020
Q4 		$54K Buy
+300
New +$43.1K 0.02% 110

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Interactive Financial Advisors's DIS Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 300 shares — an estimated $26.1K sold.

Interactive Financial Advisors first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $55K in Q1 2021. 3,071 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Interactive Financial Advisors reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 300 Walt Disney shares in Q1 2023, an estimated $26.1K.
  • Interactive Financial Advisors first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
  • Interactive Financial Advisors's Walt Disney position peaked at $55K in Q1 2021.
  • 3,071 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.