SFP
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Sterling Financial Planning’s Walt Disney DIS Stock Holding History

Sterling Financial Planning’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
Q1 		– Sell
-1,504
Closed -$233K – 97
2021
Q4 		$233K Hold
1,504
– – 0.15% 88
2021
Q3 		$254K Buy
1,504
+8
+0.5% +$1.43K 0.16% 75
2021
Q2 		$263K Hold
1,496
– – 0.17% 66
2021
Q1 		$276K Hold
1,496
– – 0.2% 61
2020
Q4 		$271K Buy
+1,496
New +$215K 0.22% 59

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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

Sterling Financial Planning's DIS Position: Q1 2022 in Review

Sterling Financial Planning sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,504 shares — an estimated $233K sold.

Sterling Financial Planning first reported a position in DIS in Q4 2020 and held it in 5 quarters. The position peaked at $276K in Q1 2021. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Sterling Financial Planning reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Sterling Financial Planning sold 1,504 Walt Disney shares in Q1 2022, an estimated $233K.
  • Sterling Financial Planning first reported a position in Walt Disney in Q4 2020 and held it in 5 quarters.
  • Sterling Financial Planning's Walt Disney position peaked at $276K in Q1 2021.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Sterling Financial Planning's 13F filing for Q1 2022, filed 10 May 2022.