PFA
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Professional Financial Advisors’s Walt Disney DIS Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-729
Closed -$69K – 169
2022
Q3 		$69K Hold
729
– – 0.04% 123
2022
Q2 		$69K Hold
729
– – 0.04% 126
2022
Q1 		$100K Buy
729
+58
+9% +$8.38K 0.04% 109
2021
Q4 		$104K Sell
671
-88
-12% -$14.2K 0.05% 130
2021
Q3 		$128K Hold
759
– – 0.07% 101
2021
Q2 		$132K Hold
759
– – 0.07% 105
2021
Q1 		$140K Hold
759
– – 0.09% 95
2020
Q4 		$138K Hold
759
– – 0.11% 86
2020
Q3 		$92K Buy
+759
New +$94.9K 0.09% 96

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 $5.7T 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