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Shorepoint Capital Partners’s Walt Disney DIS Stock Holding History

Shorepoint Capital 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
2023
Q1 		– Sell
-21,881
Closed -$1.9M – 123
2022
Q4 		$1.9M Buy
+21,881
New +$2.09M 0.53% 63

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

Shorepoint Capital Partners's DIS Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of Walt Disney (DIS) in Q1 2023, closing a stake of 21,881 shares — an estimated $1.9M sold.

Shorepoint Capital Partners first reported a position in DIS in Q4 2022 and held it in 1 quarter. The position peaked at $1.9M in Q4 2022. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • Shorepoint Capital Partners reported no remaining Walt Disney position as of Q1 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 21,881 Walt Disney shares in Q1 2023, an estimated $1.9M.
  • Shorepoint Capital Partners first reported a position in Walt Disney in Q4 2022 and held it in 1 quarter.
  • Shorepoint Capital Partners's Walt Disney position peaked at $1.9M in Q4 2022.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.