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Pinnacle Private Wealth’s Walt Disney DIS Stock Holding History

Pinnacle Private Wealth’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 		$899K Sell
9,519
-91
-0.9% -$10.1K 0.35% 76
2022
Q1 		$1.32M Buy
9,610
+954
+11% +$138K 0.41% 55
2021
Q4 		$1.34M Buy
+8,656
New +$1.4M 0.42% 61

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's DIS Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Walt Disney (DIS) stake by 0.95% in Q2 2022, selling an estimated $10.1K and leaving 9,519 shares worth $899K. The position accounts for 0.35% of the portfolio, ranked #76.

Pinnacle Private Wealth first reported a position in DIS in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Pinnacle Private Wealth held 9,519 shares of Walt Disney worth $899K as of Q2 2022.
  • Pinnacle Private Wealth sold 91 Walt Disney shares in Q2 2022, an estimated $10.1K.
  • Walt Disney made up 0.35% of Pinnacle Private Wealth's portfolio in Q2 2022, its #76 holding.
  • Pinnacle Private Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Walt Disney position peaked at $1.34M in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.