Lake Point Wealth Management’s Walt Disney DIS Stock Holding History

Lake Point 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
2022 Q2	$9K	Hold	94	–	–	0.01%	160
2022 Q1	$13K	Hold	94	–	–	0.01%	138
2021 Q4	$15K	Hold	94	–	–	0.01%	137
2021 Q3	$16K	Sell	94 -10	-10%	-$1.78K	0.01%	123
2021 Q2	$18K	Buy	+104	New	+$18.7K	0.01%	128
2020 Q1	$7K	Sell	75 -144	-66%	-$18.2K	0.01%	134
2019 Q4	$32K	Buy	+219	New	+$30.6K	0.01%	160
2019 Q2	$111K	Hold	792	–	–	0.04%	71
2019 Q1	$111K	Sell	792 -450	-36%	-$50.3K	0.04%	71
2018 Q4	$136K	Buy	+1,242	New	+$141K	0.05%	186

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's DIS Position: Q2 2022 in Review

Lake Point Wealth Management held its Walt Disney (DIS) position steady in Q2 2022 at 94 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #160.

Lake Point Wealth Management first reported a position in DIS in Q4 2018 and has held it in 10 quarters since. The position peaked at $136K in Q4 2018. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

Lake Point Wealth Management held 94 shares of Walt Disney worth $9K as of Q2 2022.
Lake Point Wealth Management left its Walt Disney share count unchanged in Q2 2022.
Walt Disney made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #160 holding.
Lake Point Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Walt Disney position peaked at $136K in Q4 2018.
3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.