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McGlone Suttner Wealth Management’s Walt Disney DIS Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,083
Closed -$97.8K – 322
2023
Q4 		$97.8K Buy
+1,083
New +$95.5K 0.02% 215
2023
Q3 		– Sell
-2,843
Closed -$254K – 146
2023
Q2 		$254K Buy
2,843
+5
+0.2% +$474 0.06% 123
2023
Q1 		$284K Sell
2,838
-409
-13% -$41.2K 0.07% 113
2022
Q4 		$282K Buy
+3,247
New +$311K 0.09% 104

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

McGlone Suttner Wealth Management's DIS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 1,083 shares — an estimated $97.8K sold.

McGlone Suttner Wealth Management first reported a position in DIS in Q4 2022 and held it in 4 quarters. The position peaked at $284K in Q1 2023. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,083 Walt Disney shares in Q1 2024, an estimated $97.8K.
  • McGlone Suttner Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 4 quarters.
  • McGlone Suttner Wealth Management's Walt Disney position peaked at $284K in Q1 2023.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.