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Sowa Financial Group’s Walt Disney DIS Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-576
Closed -$104K – 114
2020
Q4 		$104K Sell
576
-275
-32% -$39.5K 0.07% 91
2020
Q3 		$106K Sell
851
-1,135
-57% -$142K 0.08% 80
2020
Q2 		$221K Hold
1,986
– – 0.17% 55
2020
Q1 		$192K Hold
1,986
– – 0.17% 54
2019
Q4 		$287K Buy
+1,986
New +$277K 0.23% 47

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

Sowa Financial Group's DIS Position: Q1 2021 in Review

Sowa Financial Group sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 576 shares — an estimated $104K sold.

Sowa Financial Group first reported a position in DIS in Q4 2019 and held it in 5 quarters. The position peaked at $287K in Q4 2019. 3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • Sowa Financial Group reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 576 Walt Disney shares in Q1 2021, an estimated $104K.
  • Sowa Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Walt Disney position peaked at $287K in Q4 2019.
  • 3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.