Strategic Wealth Management Group’s Walt Disney DIS Stock Holding History

Strategic Wealth Management 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 Q2	$400K	Sell	2,276 -482	-17%	-$86.7K	0.15%	81
2021 Q1	$509K	Hold	2,758	–	–	0.19%	68
2020 Q4	$500K	Sell	2,758 -121	-4%	-$17.4K	0.22%	65
2020 Q3	$357K	Buy	2,879 +337	+13%	+$42.1K	0.17%	73
2020 Q2	$283K	Sell	2,542 -269	-10%	-$29.7K	0.17%	74
2020 Q1	$272K	Sell	2,811 -243	-8%	-$30.7K	0.2%	60
2019 Q4	$442K	Buy	3,054 +841	+38%	+$117K	0.29%	49
2019 Q3	$288K	Sell	2,213 -52	-2%	-$7.19K	0.21%	62
2019 Q2	$316K	Buy	+2,265	New	+$300K	0.24%	58

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Management Group's DIS Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Walt Disney (DIS) stake by 17% in Q2 2021, selling an estimated $86.7K and leaving 2,276 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #81.

Strategic Wealth Management Group first reported a position in DIS in Q2 2019 and has held it in 9 quarters since. The position peaked at $509K in Q1 2021. 3,102 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

Strategic Wealth Management Group held 2,276 shares of Walt Disney worth $400K as of Q2 2021.
Strategic Wealth Management Group sold 482 Walt Disney shares in Q2 2021, an estimated $86.7K.
Walt Disney made up 0.15% of Strategic Wealth Management Group's portfolio in Q2 2021, its #81 holding.
Strategic Wealth Management Group first reported a position in Walt Disney in Q2 2019 and has held it in 9 quarters since.
Strategic Wealth Management Group's Walt Disney position peaked at $509K in Q1 2021.
3,102 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.