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Keystone Wealth Partners’s Walt Disney DIS Stock Holding History

Keystone Wealth Partners’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
Q1 		– Sell
-1,422
Closed -$220K – 29
2021
Q4 		$220K Sell
1,422
-4,686
-77% -$757K 0.1% 31
2021
Q3 		$1.03M Buy
6,108
+1,221
+25% +$218K 0.57% 16
2021
Q2 		$859K Buy
4,887
+3,757
+332% +$676K 0.51% 16
2021
Q1 		$209K Buy
+1,130
New +$208K 0.14% 24

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Keystone Wealth Partners's DIS Position: Q1 2022 in Review

Keystone Wealth Partners sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,422 shares — an estimated $220K sold.

Keystone Wealth Partners first reported a position in DIS in Q1 2021 and held it in 4 quarters. The position peaked at $1.03M in Q3 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Keystone Wealth Partners reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Partners sold 1,422 Walt Disney shares in Q1 2022, an estimated $220K.
  • Keystone Wealth Partners first reported a position in Walt Disney in Q1 2021 and held it in 4 quarters.
  • Keystone Wealth Partners's Walt Disney position peaked at $1.03M in Q3 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.