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Landmark Wealth Management (New York)’s Walt Disney DIS Stock Holding History

Landmark Wealth Management (New York)’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 		– Sell
-234
Closed -$234 – 78
2022
Q1 		$234 Buy
+234
New +$33.8K ﹤0.01% 180

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
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 $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landmark Wealth Management (New York)'s DIS Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 234 shares — an estimated $234 sold.

Landmark Wealth Management (New York) first reported a position in DIS in Q1 2022 and held it in 1 quarter. The position peaked at $234 in Q1 2022. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 234 Walt Disney shares in Q2 2022, an estimated $234.
  • Landmark Wealth Management (New York) first reported a position in Walt Disney in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Walt Disney position peaked at $234 in Q1 2022.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.