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Rockwood Wealth Management’s Walt Disney DIS Stock Holding History

Rockwood Wealth Management’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
-2,307
Closed -$357K – 90
2021
Q4 		$357K Buy
+2,307
New +$373K 0.16% 76

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Rockwood Wealth Management's DIS Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 2,307 shares — an estimated $357K sold.

Rockwood Wealth Management first reported a position in DIS in Q4 2021 and held it in 1 quarter. The position peaked at $357K in Q4 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 2,307 Walt Disney shares in Q1 2022, an estimated $357K.
  • Rockwood Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Walt Disney position peaked at $357K in Q4 2021.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.