SCA
DIS icon

Southern Capital Advisors’s Walt Disney DIS Stock Holding History

Southern Capital 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
2022
Q2 		– Sell
-1,648
Closed -$226K – 68
2022
Q1 		$226K Buy
1,648
+14
+0.9% +$2.02K 0.15% 70
2021
Q4 		$253K Buy
+1,634
New +$264K 0.16% 64

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Southern Capital Advisors's DIS Position: Q2 2022 in Review

Southern Capital Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,648 shares — an estimated $226K sold.

Southern Capital Advisors first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Southern Capital Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Southern Capital Advisors sold 1,648 Walt Disney shares in Q2 2022, an estimated $226K.
  • Southern Capital Advisors first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Southern Capital Advisors's Walt Disney position peaked at $253K in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Southern Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.