Private Wealth Advisors (California)’s Walt Disney DIS Stock Holding History

Private Wealth Advisors (California)’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
2023 Q2	–	Sell	-10,544	Closed	-$1.06M	–	84
2023 Q1	$1.06M	Sell	10,544 -23	-0.2%	-$2.32K	0.44%	45
2022 Q4	$918K	Sell	10,567 -5,358	-34%	-$512K	0.31%	53
2022 Q3	$1.5M	Buy	15,925 +6	+0%	+$642	0.7%	37
2022 Q2	$1.87M	Buy	15,919 +7,830	+97%	+$869K	0.69%	36
2022 Q1	$1.11M	Buy	8,089 +22	+0.3%	+$3.18K	0.35%	48
2021 Q4	$1.25M	Buy	+8,067	New	+$1.3M	0.27%	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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Private Wealth Advisors (California)'s DIS Position: Q2 2023 in Review

Private Wealth Advisors (California) sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 10,544 shares — an estimated $1.06M sold.

Private Wealth Advisors (California) first reported a position in DIS in Q4 2021 and held it in 6 quarters. The position peaked at $1.87M in Q2 2022. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Private Wealth Advisors (California) reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Private Wealth Advisors (California) sold 10,544 Walt Disney shares in Q2 2023, an estimated $1.06M.
Private Wealth Advisors (California) first reported a position in Walt Disney in Q4 2021 and held it in 6 quarters.
Private Wealth Advisors (California)'s Walt Disney position peaked at $1.87M in Q2 2022.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2023, filed 20 Jul 2023.