San Luis Wealth Advisors’s Walt Disney DIS Stock Holding History

San Luis 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
2023 Q2	–	Sell	-2,360	Closed	-$236K	–	167
2023 Q1	$236K	Buy	+2,360	New	+$238K	0.09%	147
2022 Q2	–	Sell	-2,126	Closed	-$329K	–	164
2022 Q1	$329K	Buy	+2,126	New	+$307K	0.16%	115
2021 Q4	–	Sell	-2,189	Closed	-$370K	–	100
2021 Q3	$370K	Buy	+2,189	New	+$390K	0.21%	99
2020 Q4	$716K	Buy	+3,954	New	+$568K	0.46%	58

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

San Luis Wealth Advisors's DIS Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,360 shares — an estimated $236K sold.

San Luis Wealth Advisors first reported a position in DIS in Q4 2020 and held it in 4 quarters. The position peaked at $716K in Q4 2020. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

San Luis Wealth Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 2,360 Walt Disney shares in Q2 2023, an estimated $236K.
San Luis Wealth Advisors first reported a position in Walt Disney in Q4 2020 and held it in 4 quarters.
San Luis Wealth Advisors's Walt Disney position peaked at $716K in Q4 2020.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.