KFAA
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Klaas Financial Asset Advisors’s Walt Disney DIS Stock Holding History

Klaas Financial Asset 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
2021
Q1 		– Sell
-184
Closed -$33K – 91
2020
Q4 		$33K Buy
+184
New +$26.4K 0.01% 45

Other funds holding DIS

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Klaas Financial Asset Advisors's DIS Position: Q1 2021 in Review

Klaas Financial Asset Advisors sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 184 shares — an estimated $33K sold.

Klaas Financial Asset Advisors first reported a position in DIS in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • Klaas Financial Asset Advisors reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 184 Walt Disney shares in Q1 2021, an estimated $33K.
  • Klaas Financial Asset Advisors first reported a position in Walt Disney in Q4 2020 and held it in 1 quarter.
  • Klaas Financial Asset Advisors's Walt Disney position peaked at $33K in Q4 2020.
  • 3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.