Platte River Wealth Advisors’s Walt Disney DIS Stock Holding History

Platte River 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
2024 Q3	$234K	Sell	2,433 -150	-6%	-$13.8K	0.06%	88
2024 Q2	$256K	Hold	2,583	–	–	0.07%	84
2024 Q1	$316K	Sell	2,583 -75	-3%	-$7.83K	0.09%	82
2023 Q4	$240K	Sell	2,658 -265	-9%	-$23.4K	0.08%	91
2023 Q3	$237K	Sell	2,923 -2,475	-46%	-$211K	0.09%	86
2023 Q2	$482K	Buy	5,398 +1,825	+51%	+$173K	0.17%	65
2023 Q1	$358K	Sell	3,573 -785	-18%	-$79.1K	0.14%	67
2022 Q4	$379K	Sell	4,358 -220	-5%	-$21K	0.16%	68
2022 Q3	$432K	Hold	4,578	–	–	0.19%	63
2022 Q2	$432K	Sell	4,578 -128	-3%	-$14.2K	0.19%	61
2022 Q1	$645K	Sell	4,706 -490	-9%	-$70.8K	0.24%	54
2021 Q4	$820K	Hold	5,196	–	–	0.28%	55
2021 Q3	$879K	Buy	5,196 +120	+2%	+$21.4K	0.33%	54
2021 Q2	$892K	Hold	5,076	–	–	0.34%	54
2021 Q1	$951K	Hold	5,076	–	–	0.39%	46
2020 Q4	$869K	Hold	5,076	–	–	0.37%	47
2020 Q3	$630K	Sell	5,076 -375	-7%	-$46.9K	0.32%	60
2020 Q2	$624K	Buy	+5,451	New	+$602K	0.34%	62
2019 Q4	$1.01M	Buy	+7,317	New	+$1.02M	0.53%	53

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Platte River Wealth Advisors's DIS Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Walt Disney (DIS) stake by 5.8% in Q3 2024, selling an estimated $13.8K and leaving 2,433 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #88.

Platte River Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2019. 2,931 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

Platte River Wealth Advisors held 2,433 shares of Walt Disney worth $234K as of Q3 2024.
Platte River Wealth Advisors sold 150 Walt Disney shares in Q3 2024, an estimated $13.8K.
Walt Disney made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #88 holding.
Platte River Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Walt Disney position peaked at $1.01M in Q4 2019.
2,931 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.