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Legacy Wealth Planning’s Walt Disney DIS Stock Holding History

Legacy 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
2022
Q3 		– Sell
-2,502
Closed -$236K – 87
2022
Q2 		$236K Buy
2,502
+575
+30% +$63.8K 0.34% 70
2022
Q1 		$264K Hold
1,927
– – 0.31% 68
2021
Q4 		$298K Sell
1,927
-329
-15% -$53.1K 0.34% 61
2021
Q3 		$382K Hold
2,256
– – 0.43% 51
2021
Q2 		$397K Sell
2,256
-190
-8% -$34.2K 0.45% 51
2021
Q1 		$451K Buy
2,446
+78
+3% +$14.4K 0.58% 43
2020
Q4 		$429K Buy
2,368
+16
+0.7% +$2.3K 0.55% 39
2020
Q3 		$292K Buy
2,352
+400
+20% +$50K 0.33% 54
2020
Q2 		$218K Buy
+1,952
New +$215K 0.26% 65
2020
Q1 		– Sell
-1,820
Closed -$263K – 77
2019
Q4 		$263K Buy
+1,820
New +$254K 0.3% 59

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

Legacy Wealth Planning's DIS Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Walt Disney (DIS) in Q3 2022, closing a stake of 2,502 shares — an estimated $236K sold.

Legacy Wealth Planning first reported a position in DIS in Q4 2019 and held it in 10 quarters. The position peaked at $451K in Q1 2021. 3,000 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Walt Disney position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,502 Walt Disney shares in Q3 2022, an estimated $236K.
  • Legacy Wealth Planning first reported a position in Walt Disney in Q4 2019 and held it in 10 quarters.
  • Legacy Wealth Planning's Walt Disney position peaked at $451K in Q1 2021.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.