Safir Wealth Advisors’s Walt Disney DIS Stock Holding History

Safir Wealth 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
2021 Q1	–	Sell	-300	Closed	-$54K	–	19
2020 Q4	$54K	Buy	+300	New	+$43.1K	0.05%	31

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safir Wealth Advisors's DIS Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 300 shares — an estimated $54K sold.

Safir Wealth Advisors first reported a position in DIS in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 3,163 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

Safir Wealth Advisors reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
Safir Wealth Advisors sold 300 Walt Disney shares in Q1 2021, an estimated $54K.
Safir Wealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 1 quarter.
Safir Wealth Advisors's Walt Disney position peaked at $54K in Q4 2020.
3,163 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.