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Seven Springs Wealth Group’s Walt Disney DIS Stock Holding History

Seven Springs Wealth Group’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
Q2 		– Sell
-407
Closed -$75K – 95
2021
Q1 		$75K Hold
407
– – 0.04% 73
2020
Q4 		$74K Hold
407
– – 0.04% 69
2020
Q3 		$51K Hold
407
– – 0.03% 74
2020
Q2 		$45K Hold
407
– – 0.03% 72
2020
Q1 		$39K Hold
407
– – 0.03% 75
2019
Q4 		$59K Buy
+407
New +$56.8K 0.04% 89

Other funds holding DIS

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Seven Springs Wealth Group's DIS Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 407 shares — an estimated $75K sold.

Seven Springs Wealth Group first reported a position in DIS in Q4 2019 and held it in 6 quarters. The position peaked at $75K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 407 Walt Disney shares in Q2 2021, an estimated $75K.
  • Seven Springs Wealth Group first reported a position in Walt Disney in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Walt Disney position peaked at $75K in Q1 2021.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.