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Milestone Wealth’s Walt Disney DIS Stock Holding History

Milestone Wealth’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
2022
Q3 		$55K Hold
585
– – 0.06% 102
2022
Q2 		$55K Hold
585
– – 0.06% 103
2022
Q1 		$90K Hold
585
– – 0.07% 91
2021
Q4 		$90K Buy
+585
New +$94.5K 0.07% 91

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's DIS Position: Q3 2022 in Review

Milestone Wealth held its Walt Disney (DIS) position steady in Q3 2022 at 585 shares worth $55K. The position accounts for 0.06% of the portfolio, ranked #102.

Milestone Wealth first reported a position in DIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $90K in Q1 2022. 3,001 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

  • Milestone Wealth held 585 shares of Walt Disney worth $55K as of Q3 2022.
  • Milestone Wealth left its Walt Disney share count unchanged in Q3 2022.
  • Walt Disney made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #102 holding.
  • Milestone Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Walt Disney position peaked at $90K in Q1 2022.
  • 3,001 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.