JWWM
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Johnson & White Wealth Management’s Walt Disney DIS Stock Holding History

Johnson & White 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 		– Sell
-3,592
Closed -$440K – 55
2024
Q1 		$440K Buy
3,592
+740
+26% +$77.3K 0.32% 59
2023
Q4 		$257K Buy
+2,852
New +$251K 0.21% 71

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

Johnson & White Wealth Management's DIS Position: Q2 2024 in Review

Johnson & White Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 3,592 shares — an estimated $440K sold.

Johnson & White Wealth Management first reported a position in DIS in Q4 2023 and held it in 2 quarters. The position peaked at $440K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Johnson & White Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Johnson & White Wealth Management sold 3,592 Walt Disney shares in Q2 2024, an estimated $440K.
  • Johnson & White Wealth Management first reported a position in Walt Disney in Q4 2023 and held it in 2 quarters.
  • Johnson & White Wealth Management's Walt Disney position peaked at $440K in Q1 2024.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Johnson & White Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.