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ShoreHaven Wealth Partners’s Walt Disney DIS Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-500
Closed -$92K – 114
2021
Q1 		$92K Hold
500
– – 0.05% 88
2020
Q4 		$91K Buy
+500
New +$71.8K 0.05% 84

Other funds holding DIS

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ShoreHaven Wealth Partners's DIS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 500 shares — an estimated $92K sold.

ShoreHaven Wealth Partners first reported a position in DIS in Q4 2020 and held it in 2 quarters. The position peaked at $92K in Q1 2021. 3,105 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 500 Walt Disney shares in Q2 2021, an estimated $92K.
  • ShoreHaven Wealth Partners first reported a position in Walt Disney in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Walt Disney position peaked at $92K in Q1 2021.
  • 3,105 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.