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Silicon Hills Wealth Management’s Walt Disney DIS Stock Holding History

Silicon Hills Wealth Management’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
2020
Q1 		– Sell
-2
Closed -$123 – 114
2019
Q4 		$123 Buy
+2
New +$279 0.09% 96

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Silicon Hills Wealth Management's DIS Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 2 shares — an estimated $123 sold.

Silicon Hills Wealth Management first reported a position in DIS in Q4 2019 and held it in 1 quarter. The position peaked at $123 in Q4 2019. 2,679 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 2 Walt Disney shares in Q1 2020, an estimated $123.
  • Silicon Hills Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Walt Disney position peaked at $123 in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.