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Summit Financial Wealth Advisors’s Walt Disney DIS Stock Holding History

Summit Financial 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
2022
Q4 		– Sell
-4,832
Closed -$505K – 128
2022
Q3 		$505K Buy
4,832
+48
+1% +$5.14K 0.15% 71
2022
Q2 		$491K Buy
4,784
+8
+0.2% +$888 0.12% 79
2022
Q1 		$655K Buy
4,776
+468
+11% +$67.7K 0.13% 68
2021
Q4 		$671K Buy
4,308
+557
+15% +$90K 0.13% 74
2021
Q3 		$635K Hold
3,751
– – 0.14% 66
2021
Q2 		$659K Buy
3,751
+653
+21% +$117K 0.15% 66
2021
Q1 		$561K Sell
3,098
-125
-4% -$23.1K 0.14% 66
2020
Q4 		$400K Sell
3,223
-645
-17% -$92.6K 0.11% 75
2020
Q3 		$465K Sell
3,868
-320
-8% -$40K 0.12% 73
2020
Q2 		$489K Sell
4,188
-66
-2% -$7.29K 0.13% 73
2020
Q1 		$424K Buy
4,254
+1,025
+32% +$130K 0.13% 77
2019
Q4 		$439K Sell
3,229
-40
-1% -$5.58K 0.11% 97
2019
Q3 		$425K Buy
3,269
+300
+10% +$41.5K 0.1% 105
2019
Q2 		$415K Hold
2,969
– – 0.1% 107
2019
Q1 		$334K Buy
2,969
+141
+5% +$15.8K 0.09% 103
2018
Q4 		$310K Hold
2,828
– – 0.1% 96
2018
Q3 		$320K Buy
2,828
+605
+27% +$67.3K 0.1% 101
2018
Q2 		$223K Hold
2,223
– – 0.07% 119
2018
Q1 		$223K Sell
2,223
-50
-2% -$5.31K 0.07% 127
2017
Q4 		$244K Buy
+2,273
New +$234K 0.08% 119
2017
Q2 		– Sell
-1,833
Closed -$208K – 147
2017
Q1 		$208K Sell
1,833
-465
-20% -$51.2K 0.09% 132
2016
Q4 		$239K Buy
2,298
+123
+6% +$12K 0.11% 124
2016
Q3 		$202K Buy
2,175
+100
+5% +$9.58K 0.09% 138
2016
Q2 		$203K Hold
2,075
– – 0.08% 137
2016
Q1 		$206K Buy
+2,075
New +$200K 0.09% 126

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

Summit Financial Wealth Advisors's DIS Position: Q4 2022 in Review

Summit Financial Wealth Advisors sold out of Walt Disney (DIS) in Q4 2022, closing a stake of 4,832 shares — an estimated $505K sold.

Summit Financial Wealth Advisors first reported a position in DIS in Q1 2016 and held it in 25 quarters. The position peaked at $671K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • Summit Financial Wealth Advisors reported no remaining Walt Disney position as of Q4 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,832 Walt Disney shares in Q4 2022, an estimated $505K.
  • Summit Financial Wealth Advisors first reported a position in Walt Disney in Q1 2016 and held it in 25 quarters.
  • Summit Financial Wealth Advisors's Walt Disney position peaked at $671K in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.