Shore Point Advisors’s Walt Disney DIS Stock Holding History

Shore Point 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
2022 Q1	–	Sell	-841	Closed	-$130K	–	74
2021 Q4	$130K	Buy	+841	New	+$136K	0.11%	43

Other funds holding DIS

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Shore Point Advisors's DIS Position: Q1 2022 in Review

Shore Point Advisors sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 841 shares — an estimated $130K sold.

Shore Point Advisors first reported a position in DIS in Q4 2021 and held it in 1 quarter. The position peaked at $130K in Q4 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

Shore Point Advisors reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
Shore Point Advisors sold 841 Walt Disney shares in Q1 2022, an estimated $130K.
Shore Point Advisors first reported a position in Walt Disney in Q4 2021 and held it in 1 quarter.
Shore Point Advisors's Walt Disney position peaked at $130K in Q4 2021.
3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.