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Legacy Wealth Partners (California)’s Walt Disney DIS Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$215K Buy
1,226
+110
+10% +$19.8K 0.12% 86
2021
Q1 		$206K Buy
+1,116
New +$206K 0.12% 80
2020
Q2 		– Sell
-5,897
Closed -$570K – 101
2020
Q1 		$570K Buy
5,897
+1,329
+29% +$168K 0.53% 34
2019
Q4 		$646K Buy
+4,568
New +$638K 0.47% 46

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
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

Legacy Wealth Partners (California)'s DIS Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Walt Disney (DIS) stake by 9.9% in Q2 2021, buying an estimated $19.8K and bringing the position to 1,226 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #86.

Legacy Wealth Partners (California) first reported a position in DIS in Q4 2019 and has held it in 4 quarters since. The position peaked at $646K in Q4 2019. 3,102 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Legacy Wealth Partners (California) held 1,226 shares of Walt Disney worth $215K as of Q2 2021.
  • Legacy Wealth Partners (California) bought 110 Walt Disney shares in Q2 2021, an estimated $19.8K.
  • Walt Disney made up 0.12% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #86 holding.
  • Legacy Wealth Partners (California) first reported a position in Walt Disney in Q4 2019 and has held it in 4 quarters since.
  • Legacy Wealth Partners (California)'s Walt Disney position peaked at $646K in Q4 2019.
  • 3,102 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.