MFA Wealth Advisors’s Walt Disney DIS Stock Holding History

MFA Wealth 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 Q4	–	Sell	-14	Closed	-$1.35K	–	153
2024 Q3	$1.35K	Hold	14	–	–	﹤0.01%	447
2024 Q2	$1.39K	Buy	+14	New	+$1.51K	﹤0.01%	463
2024 Q1	–	Sell	-2,515	Closed	-$227K	–	89
2023 Q4	$227K	Buy	+2,515	New	+$222K	0.06%	83
2022 Q2	–	Sell	-23,992	Closed	-$3.29M	–	62
2022 Q1	$3.29M	Buy	23,992 +2,643	+12%	+$382K	1.05%	27
2021 Q4	$3.3M	Buy	21,349 +694	+3%	+$112K	1.4%	23
2021 Q3	$3.5M	Buy	20,655 +150	+0.7%	+$26.7K	1.6%	22
2021 Q2	$3.6M	Sell	20,505 -792	-4%	-$142K	1.63%	22
2021 Q1	$3.93M	Buy	21,297 +2,417	+13%	+$446K	1.91%	23
2020 Q4	$3.42M	Buy	18,880 +276	+1%	+$39.6K	3.05%	13
2020 Q3	$2.31M	Buy	18,604 +14	+0.1%	+$1.75K	2.45%	13
2020 Q2	$2.07M	Sell	18,590 -1,440	-7%	-$159K	1.34%	22
2020 Q1	$1.93M	Buy	+20,030	New	+$2.53M	1.88%	24

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFA Wealth Advisors's DIS Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 14 shares — an estimated $1.35K sold.

MFA Wealth Advisors first reported a position in DIS in Q1 2020 and held it in 12 quarters. The position peaked at $3.93M in Q1 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

MFA Wealth Advisors reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 14 Walt Disney shares in Q4 2024, an estimated $1.35K.
MFA Wealth Advisors first reported a position in Walt Disney in Q1 2020 and held it in 12 quarters.
MFA Wealth Advisors's Walt Disney position peaked at $3.93M in Q1 2021.
3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.