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KFA Private Wealth Group’s Walt Disney DIS Stock Holding History

KFA Private Wealth Group’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
-2,691
Closed -$329K – 84
2024
Q1 		$329K Buy
2,691
+106
+4% +$11.1K 0.1% 81
2023
Q4 		$233K Sell
2,585
-29
-1% -$2.56K 0.08% 77
2023
Q3 		$212K Sell
2,614
-218
-8% -$18.6K 0.09% 76
2023
Q2 		$253K Buy
2,832
+143
+5% +$13.5K 0.1% 70
2023
Q1 		$269K Sell
2,689
-405
-13% -$40.8K 0.12% 67
2022
Q4 		$269K Buy
3,094
+524
+20% +$50.1K 0.14% 55
2022
Q3 		$242K Hold
2,570
– – 0.13% 59
2022
Q2 		$243K Hold
2,570
– – 0.13% 59
2022
Q1 		$352K Buy
2,570
+15
+0.6% +$2.17K 0.18% 50
2021
Q4 		$396K Buy
2,555
+989
+63% +$160K 0.2% 49
2021
Q3 		$265K Sell
1,566
-62
-4% -$11.1K 0.15% 64
2021
Q2 		$286K Sell
1,628
-351
-18% -$63.1K 0.16% 59
2021
Q1 		$365K Buy
1,979
+237
+14% +$43.7K 0.21% 48
2020
Q4 		$316K Sell
1,742
-118
-6% -$16.9K 0.2% 53
2020
Q3 		$231K Sell
1,860
-160
-8% -$20K 0.17% 57
2020
Q2 		$225K Sell
2,020
-55
-3% -$6.07K 0.22% 45
2020
Q1 		$200K Buy
+2,075
New +$262K 0.24% 50

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

KFA Private Wealth Group's DIS Position: Q2 2024 in Review

KFA Private Wealth Group sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 2,691 shares — an estimated $329K sold.

KFA Private Wealth Group first reported a position in DIS in Q1 2020 and held it in 17 quarters. The position peaked at $396K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • KFA Private Wealth Group reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 2,691 Walt Disney shares in Q2 2024, an estimated $329K.
  • KFA Private Wealth Group first reported a position in Walt Disney in Q1 2020 and held it in 17 quarters.
  • KFA Private Wealth Group's Walt Disney position peaked at $396K in Q4 2021.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.