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Sandbox Financial Partners’s Walt Disney DIS Stock Holding History

Sandbox Financial Partners’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
Q2 		– Sell
-2,206
Closed -$303K – 91
2022
Q1 		$303K Buy
2,206
+176
+9% +$25.4K 0.17% 62
2021
Q4 		$314K Sell
2,030
-506
-20% -$81.7K 0.2% 67
2021
Q3 		$429K Sell
2,536
-639
-20% -$114K 0.31% 43
2021
Q2 		$558K Buy
3,175
+334
+12% +$60.1K 0.42% 33
2021
Q1 		$539K Buy
+2,841
New +$524K 0.44% 33

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State Farm Mutual Automobile Insurance
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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

Sandbox Financial Partners's DIS Position: Q2 2022 in Review

Sandbox Financial Partners sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,206 shares — an estimated $303K sold.

Sandbox Financial Partners first reported a position in DIS in Q1 2021 and held it in 5 quarters. The position peaked at $558K in Q2 2021. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Sandbox Financial Partners reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Sandbox Financial Partners sold 2,206 Walt Disney shares in Q2 2022, an estimated $303K.
  • Sandbox Financial Partners first reported a position in Walt Disney in Q1 2021 and held it in 5 quarters.
  • Sandbox Financial Partners's Walt Disney position peaked at $558K in Q2 2021.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Sandbox Financial Partners's 13F filing for Q2 2022, filed 11 Aug 2022.