PWA
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Phoenix Wealth Advisors’s Walt Disney DIS Stock Holding History

Phoenix 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
2022
Q2 		– Sell
-2,170
Closed -$288K – 112
2022
Q1 		$288K Hold
2,170
– – 0.3% 74
2021
Q4 		$336K Hold
2,170
– – 0.25% 84
2021
Q3 		$367K Sell
2,170
-37
-2% -$6.59K 0.27% 76
2021
Q2 		$383K Hold
2,207
– – 0.28% 78
2021
Q1 		$417K Hold
2,207
– – 0.32% 59
2020
Q4 		$400K Buy
+2,207
New +$317K 0.3% 67

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

Phoenix Wealth Advisors's DIS Position: Q2 2022 in Review

Phoenix Wealth Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,170 shares — an estimated $288K sold.

Phoenix Wealth Advisors first reported a position in DIS in Q4 2020 and held it in 6 quarters. The position peaked at $417K in Q1 2021. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Phoenix Wealth Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,170 Walt Disney shares in Q2 2022, an estimated $288K.
  • Phoenix Wealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 6 quarters.
  • Phoenix Wealth Advisors's Walt Disney position peaked at $417K in Q1 2021.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.