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PCA Investment Advisory Services’s Walt Disney DIS Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-2,336
Closed -$209K – 189
2023
Q2 		$209K Sell
2,336
-104
-4% -$9.85K 0.12% 112
2023
Q1 		$244K Buy
+2,440
New +$246K 0.17% 88

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State Street
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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCA Investment Advisory Services's DIS Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 2,336 shares — an estimated $209K sold.

PCA Investment Advisory Services first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $244K in Q1 2023. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 2,336 Walt Disney shares in Q3 2023, an estimated $209K.
  • PCA Investment Advisory Services first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • PCA Investment Advisory Services's Walt Disney position peaked at $244K in Q1 2023.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.