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Outlook Wealth Advisors’s Walt Disney DIS Stock Holding History

Outlook 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
2023
Q1 		– Sell
-3,804
Closed -$331K – 183
2022
Q4 		$331K Buy
+3,804
New +$364K 0.16% 126
2022
Q2 		– Sell
-1,678
Closed -$230K – 193
2022
Q1 		$230K Sell
1,678
-4,245
-72% -$614K 0.08% 184
2021
Q4 		$917K Buy
5,923
+2,101
+55% +$339K 0.27% 85
2021
Q3 		$647K Buy
3,822
+2,275
+147% +$406K 0.21% 116
2021
Q2 		$272K Buy
1,547
+8
+0.5% +$1.44K 0.09% 185
2021
Q1 		$284K Sell
1,539
-8
-0.5% -$1.48K 0.1% 171
2020
Q4 		$280K Sell
1,547
-91
-6% -$13.1K 0.1% 159
2020
Q3 		$203K Buy
+1,638
New +$205K 0.08% 161
2020
Q2 		– Sell
-4,684
Closed -$453K – 166
2020
Q1 		$453K Buy
4,684
+1,318
+39% +$167K 0.26% 84
2019
Q4 		$489K Sell
3,366
-1,343
-29% -$187K 0.28% 64
2019
Q3 		$613K Buy
4,709
+28
+0.6% +$3.87K 0.37% 58
2019
Q2 		$654K Buy
+4,681
New +$621K 0.43% 58
2019
Q1 		– Sell
-189
Closed -$207K – 152
2018
Q4 		$207K Buy
+189
New +$21.5K 0.09% 167

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Outlook Wealth Advisors's DIS Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 3,804 shares — an estimated $331K sold.

Outlook Wealth Advisors first reported a position in DIS in Q4 2018 and held it in 13 quarters. The position peaked at $917K in Q4 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,804 Walt Disney shares in Q1 2023, an estimated $331K.
  • Outlook Wealth Advisors first reported a position in Walt Disney in Q4 2018 and held it in 13 quarters.
  • Outlook Wealth Advisors's Walt Disney position peaked at $917K in Q4 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.