RWMH
DIS icon

Riverpoint Wealth Management Holdings’s Walt Disney DIS Stock Holding History

Riverpoint Wealth Management Holdings’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
Q1 		– Sell
-1,172
Closed -$102K – 66
2022
Q4 		$102K Buy
+1,172
New +$112K 0.04% 55
2021
Q4 		– Sell
-2,372
Closed -$401K – 48
2021
Q3 		$401K Sell
2,372
-440
-16% -$78.4K 0.14% 44
2021
Q2 		$494K Buy
2,812
+641
+30% +$115K 0.14% 59
2021
Q1 		$401K Sell
2,171
-20
-0.9% -$3.69K 0.12% 61
2020
Q4 		$397K Hold
2,191
– – 0.13% 63
2020
Q3 		$272K Hold
2,191
– – 0.1% 69
2020
Q2 		$244K Hold
2,191
– – 0.1% 67
2020
Q1 		$212K Sell
2,191
-34
-2% -$4.3K 0.1% 64
2019
Q4 		$322K Sell
2,225
-55
-2% -$7.68K 0.13% 60
2019
Q3 		$297K Buy
2,280
+13
+0.6% +$1.8K 0.13% 56
2019
Q2 		$317K Buy
+2,267
New +$301K 0.14% 53
2019
Q1 		– Sell
-2,211
Closed -$244K – 65
2018
Q4 		$244K Buy
2,211
+352
+19% +$40K 0.14% 59
2018
Q3 		$217K Buy
+1,859
New +$207K 0.11% 64
2018
Q1 		– Sell
-1,865
Closed -$202K – 51
2017
Q4 		$202K Sell
1,865
-986
-35% -$102K 0.13% 46
2017
Q3 		$283K Buy
2,851
+86
+3% +$8.85K 0.19% 39
2017
Q2 		$286K Buy
2,765
+248
+10% +$27.2K 0.2% 38
2017
Q1 		$283K Sell
2,517
-674
-21% -$74.2K 0.21% 34
2016
Q4 		$346K Buy
+3,191
New +$311K 0.28% 26

Other funds holding DIS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Riverpoint Wealth Management Holdings's DIS Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 1,172 shares — an estimated $102K sold.

Riverpoint Wealth Management Holdings first reported a position in DIS in Q4 2016 and held it in 18 quarters. The position peaked at $494K in Q2 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 1,172 Walt Disney shares in Q1 2023, an estimated $102K.
  • Riverpoint Wealth Management Holdings first reported a position in Walt Disney in Q4 2016 and held it in 18 quarters.
  • Riverpoint Wealth Management Holdings's Walt Disney position peaked at $494K in Q2 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.