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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Professional Financial Advisors's DIS Position: Q4 2022 in Review

Professional Financial Advisors sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 729 shares — an estimated $69K sold.

Professional Financial Advisors first reported a position in DIS in Q3 2020 and held it in 9 quarters. The position peaked at $140K in Q1 2021. 2,991 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Professional Financial Advisors reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 729 Walt Disney shares in Q4 2022, an estimated $69K.
  • Professional Financial Advisors first reported a position in Walt Disney in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Walt Disney position peaked at $140K in Q1 2021.
  • 2,991 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.