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Laurel Wealth Planning’s Walt Disney DIS Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-125
Closed -$10.9K – 94
2022
Q4 		$10.9K Hold
125
– – 0.01% 155
2022
Q3 		$12K Hold
125
– – 0.01% 152
2022
Q2 		$12K Hold
125
– – 0.01% 154
2022
Q1 		$17K Sell
125
-375
-75% -$54.2K 0.01% 164
2021
Q4 		$77K Hold
500
– – 0.06% 81
2021
Q3 		$85K Hold
500
– – 0.07% 78
2021
Q2 		$88K Buy
+500
New +$89.9K 0.08% 58

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

Laurel Wealth Planning's DIS Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 125 shares — an estimated $10.9K sold.

Laurel Wealth Planning first reported a position in DIS in Q2 2021 and held it in 7 quarters. The position peaked at $88K in Q2 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 125 Walt Disney shares in Q1 2023, an estimated $10.9K.
  • Laurel Wealth Planning first reported a position in Walt Disney in Q2 2021 and held it in 7 quarters.
  • Laurel Wealth Planning's Walt Disney position peaked at $88K in Q2 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.