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Price Wealth’s Walt Disney DIS Stock Holding History

Price 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
2020
Q3 		$59K Buy
473
+224
+90% +$28K 0.02% 129
2020
Q2 		$28K Sell
249
-139
-36% -$15.3K 0.01% 108
2020
Q1 		$37K Sell
388
-12
-3% -$1.52K 0.01% 115
2019
Q4 		$58K Buy
400
+343
+602% +$47.9K 0.02% 104
2019
Q3 		$7K Hold
57
– – ﹤0.01% 180
2019
Q2 		$8K Buy
+57
New +$7.56K ﹤0.01% 178
2018
Q3 		– Sell
-653
Closed -$68K – 230
2018
Q2 		$68K Buy
653
+381
+140% +$39K 0.03% 95
2018
Q1 		$27K Sell
272
-272
-50% -$28.9K 0.02% 97
2017
Q4 		$58K Buy
+544
New +$56K 0.04% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Price Wealth's DIS Position: Q3 2020 in Review

Price Wealth increased its Walt Disney (DIS) stake by 90% in Q3 2020, buying an estimated $28K and bringing the position to 473 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #129.

Price Wealth first reported a position in DIS in Q4 2017 and has held it in 9 quarters since. The position peaked at $68K in Q2 2018. 2,710 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Price Wealth held 473 shares of Walt Disney worth $59K as of Q3 2020.
  • Price Wealth bought 224 Walt Disney shares in Q3 2020, an estimated $28K.
  • Walt Disney made up 0.02% of Price Wealth's portfolio in Q3 2020, its #129 holding.
  • Price Wealth first reported a position in Walt Disney in Q4 2017 and has held it in 9 quarters since.
  • Price Wealth's Walt Disney position peaked at $68K in Q2 2018.
  • 2,710 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.