Summit Wealth Group’s Walt Disney DIS Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-33,243	Closed	–	–	129
2023 Q1	$0	Buy	+33,243	New	+$3.35M	﹤0.01%	181

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Summit Wealth Group's DIS Position: Q2 2023 in Review

Summit Wealth Group sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 33,243 shares.

Summit Wealth Group first reported a position in DIS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Summit Wealth Group reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 33,243 Walt Disney shares in Q2 2023.
Summit Wealth Group first reported a position in Walt Disney in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Walt Disney position peaked at $0 in Q1 2023.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.