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Leicht Financial Planning & Wealth Management’s Walt Disney DIS Stock Holding History

Leicht Financial Planning & 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
2023
Q4 		– Sell
-2,523
Closed -$204K – 23
2023
Q3 		$204K Buy
+2,523
New +$215K 0.13% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leicht Financial Planning & Wealth Management's DIS Position: Q4 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 2,523 shares — an estimated $204K sold.

Leicht Financial Planning & Wealth Management first reported a position in DIS in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 2,523 Walt Disney shares in Q4 2023, an estimated $204K.
  • Leicht Financial Planning & Wealth Management first reported a position in Walt Disney in Q3 2023 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's Walt Disney position peaked at $204K in Q3 2023.
  • 3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.