Pictet North America Advisors’s Walt Disney DIS Stock Holding History

Pictet North America 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
2021 Q2	–	Sell	-1,200	Closed	-$221K	–	129
2021 Q1	$221K	Sell	1,200 -6,550	-85%	-$1.21M	0.03%	118
2020 Q4	$1.4M	Sell	7,750 -100	-1%	-$14.4K	0.18%	65
2020 Q3	$974K	Hold	7,850	–	–	0.14%	79
2020 Q2	$875K	Buy	+7,850	New	+$867K	0.13%	81
2020 Q1	–	Sell	-1,800	Closed	-$260K	–	144
2019 Q4	$260K	Buy	+1,800	New	+$251K	0.03%	143
2017 Q2	–	Sell	-2,940	Closed	-$333K	–	133
2017 Q1	$333K	Buy	+2,940	New	+$324K	0.06%	100

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pictet North America Advisors's DIS Position: Q2 2021 in Review

Pictet North America Advisors sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 1,200 shares — an estimated $221K sold.

Pictet North America Advisors first reported a position in DIS in Q1 2017 and held it in 6 quarters. The position peaked at $1.4M in Q4 2020. 3,102 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

Pictet North America Advisors reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
Pictet North America Advisors sold 1,200 Walt Disney shares in Q2 2021, an estimated $221K.
Pictet North America Advisors first reported a position in Walt Disney in Q1 2017 and held it in 6 quarters.
Pictet North America Advisors's Walt Disney position peaked at $1.4M in Q4 2020.
3,102 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Pictet North America Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.