Schneider Downs Wealth Management Advisors’s Walt Disney DIS Stock Holding History

Schneider Downs Wealth Management 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
2024 Q2	–	Sell	-1,903	Closed	-$233K	–	133
2024 Q1	$233K	Buy	+1,903	New	+$199K	0.05%	123
2022 Q4	–	Sell	-2,986	Closed	-$282K	–	126
2022 Q3	$282K	Sell	2,986 -747	-20%	-$79.9K	0.08%	95
2022 Q2	$352K	Sell	3,733 -301	-7%	-$33.4K	0.1%	85
2022 Q1	$553K	Sell	4,034 -915	-18%	-$132K	0.14%	73
2021 Q4	$767K	Sell	4,949 -13	-0.3%	-$2.1K	0.18%	62
2021 Q3	$839K	Buy	4,962 +1,076	+28%	+$192K	0.22%	53
2021 Q2	$683K	Buy	3,886 +122	+3%	+$21.9K	0.18%	58
2021 Q1	$695K	Buy	3,764 +1,295	+52%	+$239K	0.17%	54
2020 Q4	$447K	Buy	2,469 +76	+3%	+$10.9K	0.12%	50
2020 Q3	$297K	Buy	2,393 +38	+2%	+$4.75K	0.1%	69
2020 Q2	$263K	Hold	2,355	–	–	0.09%	73
2020 Q1	$227K	Buy	+2,355	New	+$298K	0.08%	78

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Schneider Downs Wealth Management Advisors's DIS Position: Q2 2024 in Review

Schneider Downs Wealth Management Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,903 shares — an estimated $233K sold.

Schneider Downs Wealth Management Advisors first reported a position in DIS in Q1 2020 and held it in 12 quarters. The position peaked at $839K in Q3 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Schneider Downs Wealth Management Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,903 Walt Disney shares in Q2 2024, an estimated $233K.
Schneider Downs Wealth Management Advisors first reported a position in Walt Disney in Q1 2020 and held it in 12 quarters.
Schneider Downs Wealth Management Advisors's Walt Disney position peaked at $839K in Q3 2021.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.