SVWA
DIS icon

Sound View Wealth Advisors’s Walt Disney DIS Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.7M Buy
15,285
+1,268
+9% +$142K 0.53% 58
2018
Q4 		$1.54M Buy
+14,017
New +$1.59M 0.56% 54

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's DIS Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Walt Disney (DIS) stake by 9% in Q1 2019, buying an estimated $142K and bringing the position to 15,285 shares worth $1.7M. The position accounts for 0.53% of the portfolio, ranked #58.

Sound View Wealth Advisors first reported a position in DIS in Q4 2018 and has held it in 2 quarters since. 2,475 funds tracked by Wall St. Rank hold DIS as of Q1 2019.

  • Sound View Wealth Advisors held 15,285 shares of Walt Disney worth $1.7M as of Q1 2019.
  • Sound View Wealth Advisors bought 1,268 Walt Disney shares in Q1 2019, an estimated $142K.
  • Walt Disney made up 0.53% of Sound View Wealth Advisors's portfolio in Q1 2019, its #58 holding.
  • Sound View Wealth Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 2 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Walt Disney as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.