PWS
DIS icon

Private Wealth Strategies’s Walt Disney DIS Stock Holding History

Private Wealth Strategies’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
Q4 		– Sell
-3,519
Closed -$331K – 75
2022
Q3 		$331K Buy
+3,519
New +$377K 0.1% 58
2020
Q1 		– Sell
-1,613
Closed -$233K – 75
2019
Q4 		$233K Buy
+1,613
New +$225K 0.09% 69

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Private Wealth Strategies's DIS Position: Q4 2022 in Review

Private Wealth Strategies sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 3,519 shares — an estimated $331K sold.

Private Wealth Strategies first reported a position in DIS in Q4 2019 and held it in 2 quarters. The position peaked at $331K in Q3 2022. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Private Wealth Strategies reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Private Wealth Strategies sold 3,519 Walt Disney shares in Q4 2022, an estimated $331K.
  • Private Wealth Strategies first reported a position in Walt Disney in Q4 2019 and held it in 2 quarters.
  • Private Wealth Strategies's Walt Disney position peaked at $331K in Q3 2022.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Private Wealth Strategies's 13F filing for Q4 2022, filed 13 Feb 2023.