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Level Financial Advisors’s Walt Disney DIS Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-1,222
Closed -$110K – 126
2023
Q4 		$110K Hold
1,222
– – 0.05% 81
2023
Q3 		$99K Sell
1,222
-203
-14% -$17.3K 0.06% 79
2023
Q2 		$127K Hold
1,425
– – 0.07% 71
2023
Q1 		$143K Sell
1,425
-5
-0.3% -$504 0.09% 59
2022
Q4 		$124K Sell
1,430
-272
-16% -$26K 0.08% 62
2022
Q3 		$161K Sell
1,702
-46
-3% -$4.92K 0.12% 55
2022
Q2 		$165K Buy
1,748
+46
+3% +$5.11K 0.12% 52
2022
Q1 		$233K Hold
1,702
– – 0.18% 39
2021
Q4 		$264K Buy
+1,702
New +$275K 0.2% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Financial Advisors's DIS Position: Q1 2024 in Review

Level Financial Advisors sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 1,222 shares — an estimated $110K sold.

Level Financial Advisors first reported a position in DIS in Q4 2021 and held it in 9 quarters. The position peaked at $264K in Q4 2021. 3,167 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Level Financial Advisors reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,222 Walt Disney shares in Q1 2024, an estimated $110K.
  • Level Financial Advisors first reported a position in Walt Disney in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Walt Disney position peaked at $264K in Q4 2021.
  • 3,167 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.