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Regal Wealth Group’s Walt Disney DIS Stock Holding History

Regal Wealth Group’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
Q1 		– Sell
-1,515
Closed -$235K – 52
2021
Q4 		$235K Sell
1,515
-485
-24% -$78.3K 0.13% 48
2021
Q3 		$338K Hold
2,000
– – 0.2% 39
2021
Q2 		$351K Buy
2,000
+47
+2% +$8.45K 0.21% 38
2021
Q1 		$360K Buy
1,953
+55
+3% +$10.1K 0.21% 33
2020
Q4 		$344K Buy
1,898
+1
+0.1% +$144 0.21% 33
2020
Q3 		$235K Buy
1,897
+31
+2% +$3.88K 0.18% 43
2020
Q2 		$208K Sell
1,866
-1
-0.1% -$110 0.17% 42
2020
Q1 		$180K Buy
1,867
+134
+8% +$16.9K 0.18% 39
2019
Q4 		$251K Buy
1,733
+900
+108% +$126K 0.16% 38
2019
Q3 		$109K Buy
833
+3
+0.4% +$415 0.07% 55
2019
Q2 		$116K Hold
830
– – 0.08% 53
2019
Q1 		$92K Buy
830
+4
+0.5% +$447 0.07% 56
2018
Q4 		$91K Buy
826
+1
+0.1% +$114 0.08% 56
2018
Q3 		$97K Buy
825
+3
+0.4% +$334 0.07% 58
2018
Q2 		$86K Hold
822
– – 0.09% 58
2018
Q1 		$83K Buy
822
+5
+0.6% +$531 0.06% 59
2017
Q4 		$88K Buy
817
+17
+2% +$1.75K 0.06% 58
2017
Q3 		$79K Buy
800
+4
+0.5% +$411 0.06% 59
2017
Q2 		$85K Hold
796
– – 0.07% 57
2017
Q1 		$90K Buy
796
+103
+15% +$11.3K 0.07% 55
2016
Q4 		$72K Hold
693
– – 0.06% 60
2016
Q3 		$64K Buy
693
+3
+0.4% +$287 0.06% 56
2016
Q2 		$67K Sell
690
-427
-38% -$42.7K 0.06% 56
2016
Q1 		$111K Buy
1,117
+55
+5% +$5.31K 0.11% 44
2015
Q4 		$112K Buy
+1,062
New +$118K 0.11% 43

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Regal Wealth Group's DIS Position: Q1 2022 in Review

Regal Wealth Group sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,515 shares — an estimated $235K sold.

Regal Wealth Group first reported a position in DIS in Q4 2015 and held it in 25 quarters. The position peaked at $360K in Q1 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Regal Wealth Group reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Regal Wealth Group sold 1,515 Walt Disney shares in Q1 2022, an estimated $235K.
  • Regal Wealth Group first reported a position in Walt Disney in Q4 2015 and held it in 25 quarters.
  • Regal Wealth Group's Walt Disney position peaked at $360K in Q1 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Regal Wealth Group's 13F filing for Q1 2022, filed 15 Apr 2022.