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Selective Wealth Management’s Walt Disney DIS Stock Holding History

Selective 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
Q4 		– Sell
-2,003
Closed -$189K – 249
2022
Q3 		$189K Sell
2,003
-426
-18% -$45.6K 0.08% 136
2022
Q2 		$229K Buy
2,429
+16
+0.7% +$1.78K 0.08% 131
2022
Q1 		$331K Buy
2,413
+60
+3% +$8.67K 0.12% 88
2021
Q4 		$364K Buy
2,353
+150
+7% +$24.2K 0.15% 75
2021
Q3 		$373K Sell
2,203
-508
-19% -$90.5K 0.2% 56
2021
Q2 		$476K Buy
2,711
+2,401
+775% +$432K 0.38% 33
2021
Q1 		$57K Buy
310
+150
+94% +$27.7K 0.05% 117
2020
Q4 		$29K Buy
160
+29
+22% +$4.16K 0.02% 148
2020
Q3 		$16K Sell
131
-241
-65% -$30.1K 0.01% 170
2020
Q2 		$42K Buy
372
+125
+51% +$13.8K 0.03% 120
2020
Q1 		$24K Buy
247
+88
+55% +$11.1K 0.04% 93
2019
Q4 		$23K Hold
159
– – 0.03% 112
2019
Q3 		$20K Buy
+159
New +$22K 0.03% 121
2018
Q3 		$13K Buy
+113
New +$12.6K 0.16% 74

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

Selective Wealth Management's DIS Position: Q4 2022 in Review

Selective Wealth Management sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 2,003 shares — an estimated $189K sold.

Selective Wealth Management first reported a position in DIS in Q3 2018 and held it in 14 quarters. The position peaked at $476K in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Selective Wealth Management reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,003 Walt Disney shares in Q4 2022, an estimated $189K.
  • Selective Wealth Management first reported a position in Walt Disney in Q3 2018 and held it in 14 quarters.
  • Selective Wealth Management's Walt Disney position peaked at $476K in Q2 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.