NIWA
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New Insight Wealth Advisors’s Walt Disney DIS Stock Holding History

New Insight 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
-2,351
Closed -$226K – 91
2024
Q3 		$226K Sell
2,351
-47
-2% -$4.32K 0.12% 82
2024
Q2 		$238K Buy
2,398
+31
+1% +$3.34K 0.14% 74
2024
Q1 		$290K Sell
2,367
-11
-0.5% -$1.15K 0.18% 62
2023
Q4 		$215K Buy
+2,378
New +$210K 0.14% 74

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Insight Wealth Advisors's DIS Position: Q4 2024 in Review

New Insight Wealth Advisors sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,351 shares — an estimated $226K sold.

New Insight Wealth Advisors first reported a position in DIS in Q4 2023 and held it in 4 quarters. The position peaked at $290K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • New Insight Wealth Advisors reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • New Insight Wealth Advisors sold 2,351 Walt Disney shares in Q4 2024, an estimated $226K.
  • New Insight Wealth Advisors first reported a position in Walt Disney in Q4 2023 and held it in 4 quarters.
  • New Insight Wealth Advisors's Walt Disney position peaked at $290K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on New Insight Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.