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Janiczek Wealth Management’s Walt Disney DIS Stock Holding History

Janiczek 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
2024
Q2 		$126K Sell
1,268
-17
-1% -$1.83K 0.03% 249
2024
Q1 		$157K Sell
1,285
-2,114
-62% -$221K 0.03% 218
2023
Q4 		$307K Sell
3,399
-7
-0.2% -$617 0.07% 111
2023
Q3 		$276K Buy
3,406
+2,494
+273% +$213K 0.07% 112
2023
Q2 		$81.4K Sell
912
-114
-11% -$10.8K 0.02% 247
2023
Q1 		$102K Buy
1,026
+5
+0.5% +$504 0.03% 207
2022
Q4 		$102K Sell
1,021
-11
-1% -$1.05K 0.03% 220
2022
Q3 		$98K Buy
1,032
+45
+5% +$4.82K 0.03% 197
2022
Q2 		$105K Sell
987
-404
-29% -$44.8K 0.03% 198
2022
Q1 		$190K Buy
1,391
+83
+6% +$12K 0.05% 124
2021
Q4 		$203K Sell
1,308
-226
-15% -$36.5K 0.06% 105
2021
Q3 		$260K Buy
1,534
+239
+18% +$42.6K 0.09% 71
2021
Q2 		$228K Sell
1,295
-77
-6% -$13.8K 0.08% 71
2021
Q1 		$253K Buy
1,372
+216
+19% +$39.8K 0.1% 56
2020
Q4 		$209K Buy
1,156
+469
+68% +$67.3K 0.1% 59
2020
Q3 		$85K Sell
687
-3
-0.4% -$375 0.05% 75
2020
Q2 		$77K Buy
690
+326
+90% +$36K 0.04% 64
2020
Q1 		$35K Hold
364
– – 0.02% 69
2019
Q4 		$53K Buy
364
+120
+49% +$16.7K 0.02% 66
2019
Q3 		$32K Buy
244
+120
+97% +$16.6K 0.01% 78
2019
Q2 		$17K Hold
124
– – 0.01% 113
2019
Q1 		$14K Buy
124
+100
+417% +$11.2K 0.01% 106
2018
Q4 		$3K Hold
24
– – ﹤0.01% 130
2018
Q3 		$3K Hold
24
– – ﹤0.01% 114
2018
Q2 		$3K Buy
+24
New +$2.45K ﹤0.01% 119

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

Janiczek Wealth Management's DIS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Walt Disney (DIS) stake by 1.3% in Q2 2024, selling an estimated $1.83K and leaving 1,268 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #249.

Janiczek Wealth Management first reported a position in DIS in Q2 2018 and has held it in 25 quarters since. The position peaked at $307K in Q4 2023. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Janiczek Wealth Management held 1,268 shares of Walt Disney worth $126K as of Q2 2024.
  • Janiczek Wealth Management sold 17 Walt Disney shares in Q2 2024, an estimated $1.83K.
  • Walt Disney made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #249 holding.
  • Janiczek Wealth Management first reported a position in Walt Disney in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Walt Disney position peaked at $307K in Q4 2023.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.