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Pinnacle Family Advisors’s Walt Disney DIS Stock Holding History

Pinnacle Family 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
-1,742
Closed -$239K – 89
2022
Q1 		$239K Buy
1,742
+107
+7% +$15.5K 0.13% 105
2021
Q4 		$253K Sell
1,635
-951
-37% -$154K 0.11% 90
2021
Q3 		$438K Sell
2,586
-25
-1% -$4.46K 0.2% 71
2021
Q2 		$459K Buy
2,611
+77
+3% +$13.8K 0.2% 74
2021
Q1 		$468K Sell
2,534
-78
-3% -$14.4K 0.25% 68
2020
Q4 		$473K Buy
2,612
+312
+14% +$44.8K 0.29% 66
2020
Q3 		$285K Sell
2,300
-651
-22% -$81.4K 0.19% 55
2020
Q2 		$329K Sell
2,951
-119
-4% -$13.1K 0.29% 48
2020
Q1 		$303K Buy
+3,070
New +$388K 0.36% 45

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

Pinnacle Family Advisors's DIS Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,742 shares — an estimated $239K sold.

Pinnacle Family Advisors first reported a position in DIS in Q1 2020 and held it in 9 quarters. The position peaked at $473K in Q4 2020. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Pinnacle Family Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,742 Walt Disney shares in Q2 2022, an estimated $239K.
  • Pinnacle Family Advisors first reported a position in Walt Disney in Q1 2020 and held it in 9 quarters.
  • Pinnacle Family Advisors's Walt Disney position peaked at $473K in Q4 2020.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.