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Life Planning Partners’s Walt Disney DIS Stock Holding History

Life Planning Partners’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
-5
Closed -$452 – 104
2023
Q4 		$452 Buy
+5
New +$441 ﹤0.01% 250
2022
Q3 		$472 Hold
5
– – ﹤0.01% 180
2022
Q2 		$0 Hold
5
– – ﹤0.01% 181
2022
Q1 		$0 Hold
5
– – ﹤0.01% 178
2021
Q4 		$0 Buy
+5
New +$808 ﹤0.01% 166

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

Life Planning Partners's DIS Position: Q1 2024 in Review

Life Planning Partners sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 5 shares — an estimated $452 sold.

Life Planning Partners first reported a position in DIS in Q4 2021 and held it in 5 quarters. The position peaked at $472 in Q3 2022. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Life Planning Partners reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 5 Walt Disney shares in Q1 2024, an estimated $452.
  • Life Planning Partners first reported a position in Walt Disney in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Walt Disney position peaked at $472 in Q3 2022.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.