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Kingsbury Capital Investment Advisors’s Walt Disney DIS Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		$819K Sell
8,685
-66
-0.8% -$7.06K 1.25% 15
2022
Q2 		$826K Sell
8,751
-82
-0.9% -$9.1K 1.14% 18
2022
Q1 		$1.21M Buy
+8,833
New +$1.28M 1.33% 13

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 $1.66T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsbury Capital Investment Advisors's DIS Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Walt Disney (DIS) stake by 0.75% in Q3 2022, selling an estimated $7.06K and leaving 8,685 shares worth $819K. The position accounts for 1.25% of the portfolio, ranked #15.

Kingsbury Capital Investment Advisors first reported a position in DIS in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2022. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 8,685 shares of Walt Disney worth $819K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 66 Walt Disney shares in Q3 2022, an estimated $7.06K.
  • Walt Disney made up 1.25% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #15 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Walt Disney in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Walt Disney position peaked at $1.21M in Q1 2022.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.