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Signature Wealth Management Partners’s Walt Disney DIS Stock Holding History

Signature Wealth Management 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
2024
Q1 		– Sell
-4,868
Closed -$440K – 103
2023
Q4 		$440K Sell
4,868
-1,262
-21% -$111K 0.38% 56
2023
Q3 		$497K Sell
6,130
-2,016
-25% -$172K 0.49% 49
2023
Q2 		$727K Sell
8,146
-607
-7% -$57.5K 0.67% 37
2023
Q1 		$876K Buy
8,753
+1,257
+17% +$127K 0.81% 31
2022
Q4 		$651K Buy
7,496
+197
+3% +$18.8K 0.64% 45
2022
Q3 		$688K Buy
7,299
+1,431
+24% +$153K 0.76% 38
2022
Q2 		$554K Buy
5,868
+350
+6% +$38.8K 0.57% 53
2022
Q1 		$757K Buy
5,518
+1,631
+42% +$236K 0.65% 43
2021
Q4 		$602K Hold
3,887
– – 0.51% 52
2021
Q3 		$658K Sell
3,887
-275
-7% -$49K 0.6% 44
2021
Q2 		$732K Sell
4,162
-721
-15% -$130K 0.66% 38
2021
Q1 		$901K Buy
4,883
+277
+6% +$51.1K 0.86% 33
2020
Q4 		$835K Buy
+4,606
New +$661K 0.83% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signature Wealth Management Partners's DIS Position: Q1 2024 in Review

Signature Wealth Management Partners sold out of Walt Disney (DIS) in Q1 2024, closing a stake of 4,868 shares — an estimated $440K sold.

Signature Wealth Management Partners first reported a position in DIS in Q4 2020 and held it in 13 quarters. The position peaked at $901K in Q1 2021. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Signature Wealth Management Partners reported no remaining Walt Disney position as of Q1 2024 after selling out during the quarter.
  • Signature Wealth Management Partners sold 4,868 Walt Disney shares in Q1 2024, an estimated $440K.
  • Signature Wealth Management Partners first reported a position in Walt Disney in Q4 2020 and held it in 13 quarters.
  • Signature Wealth Management Partners's Walt Disney position peaked at $901K in Q1 2021.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Signature Wealth Management Partners's 13F filing for Q1 2024, filed 26 Apr 2024.