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Point View Wealth Management’s Walt Disney DIS Stock Holding History

Point View Wealth Management’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
2020
Q4 		$759K Sell
4,191
-1,572
-27% -$226K 0.31% 109
2020
Q3 		$715K Buy
5,763
+596
+12% +$74.5K 0.34% 93
2020
Q2 		$576K Buy
5,167
+441
+9% +$48.7K 0.28% 117
2020
Q1 		$457K Sell
4,726
-41
-0.9% -$5.18K 0.25% 127
2019
Q4 		$689K Sell
4,767
-225
-5% -$31.4K 0.29% 118
2019
Q3 		$651K Sell
4,992
-315
-6% -$43.6K 0.29% 115
2019
Q2 		$741K Sell
5,307
-44
-0.8% -$5.83K 0.32% 106
2019
Q1 		$594K Buy
5,351
+2,869
+116% +$321K 0.26% 127
2018
Q4 		$272K Hold
2,482
– – 0.14% 190
2018
Q3 		$290K Buy
2,482
+203
+9% +$22.6K 0.13% 201
2018
Q2 		$239K Buy
2,279
+224
+11% +$22.9K 0.11% 215
2018
Q1 		$206K Buy
+2,055
New +$218K 0.1% 229
2017
Q4 		– Sell
-2,095
Closed -$207K – 257
2017
Q3 		$207K Buy
2,095
+159
+8% +$16.4K 0.1% 228
2017
Q2 		$206K Hold
1,936
– – 0.1% 224
2017
Q1 		$220K Sell
1,936
-3
-0.2% -$330 0.11% 213
2016
Q4 		$202K Buy
+1,939
New +$189K 0.12% 213
2016
Q3 		– Sell
-2,045
Closed -$200K – 240
2016
Q2 		$200K Buy
2,045
+25
+1% +$2.5K 0.12% 209
2016
Q1 		$201K Buy
2,020
+21
+1% +$2.03K 0.13% 196
2015
Q4 		$210K Buy
+1,999
New +$223K 0.15% 182

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Point View Wealth Management's DIS Position: Q4 2020 in Review

Point View Wealth Management reduced its Walt Disney (DIS) stake by 27% in Q4 2020, selling an estimated $226K and leaving 4,191 shares worth $759K. The position accounts for 0.31% of the portfolio, ranked #109.

Point View Wealth Management first reported a position in DIS in Q4 2015 and has held it in 19 quarters since. 3,109 funds tracked by Wall St. Rank hold DIS as of Q4 2020.

  • Point View Wealth Management held 4,191 shares of Walt Disney worth $759K as of Q4 2020.
  • Point View Wealth Management sold 1,572 Walt Disney shares in Q4 2020, an estimated $226K.
  • Walt Disney made up 0.31% of Point View Wealth Management's portfolio in Q4 2020, its #109 holding.
  • Point View Wealth Management first reported a position in Walt Disney in Q4 2015 and has held it in 19 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Walt Disney as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.