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Personal Wealth Partners’s Walt Disney DIS Stock Holding History

Personal Wealth Partners’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
2021
Q4 		– Sell
-1,192
Closed -$202K – 78
2021
Q3 		$202K Hold
1,192
– – 0.09% 76
2021
Q2 		$210K Hold
1,192
– – 0.08% 78
2021
Q1 		$220K Sell
1,192
-131
-10% -$24.2K 0.1% 72
2020
Q4 		$240K Buy
+1,323
New +$190K 0.11% 61
2020
Q1 		– Sell
-1,023
Closed -$148K – 201
2019
Q4 		$148K Sell
1,023
-18
-2% -$2.51K 0.06% 84
2019
Q3 		$136K Buy
1,041
+88
+9% +$12.2K 0.06% 83
2019
Q2 		$133K Buy
+953
New +$126K 0.06% 75

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Personal Wealth Partners's DIS Position: Q4 2021 in Review

Personal Wealth Partners sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 1,192 shares — an estimated $202K sold.

Personal Wealth Partners first reported a position in DIS in Q2 2019 and held it in 7 quarters. The position peaked at $240K in Q4 2020. 3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

  • Personal Wealth Partners reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,192 Walt Disney shares in Q4 2021, an estimated $202K.
  • Personal Wealth Partners first reported a position in Walt Disney in Q2 2019 and held it in 7 quarters.
  • Personal Wealth Partners's Walt Disney position peaked at $240K in Q4 2020.
  • 3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.