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Sutton Wealth Advisors’s Walt Disney DIS Stock Holding History

Sutton 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
2023
Q3 		$80.3K Sell
991
-340
-26% -$29K 0.04% 189
2023
Q2 		$119K Sell
1,331
-282
-17% -$26.7K 0.06% 154
2023
Q1 		$162K Sell
1,613
-2,429
-60% -$245K 0.09% 121
2022
Q4 		$351K Sell
4,042
-81
-2% -$7.75K 0.13% 116
2022
Q3 		$389K Buy
4,123
+132
+3% +$14.1K 0.16% 97
2022
Q2 		$377K Sell
3,991
-168
-4% -$18.6K 0.15% 104
2022
Q1 		$570K Buy
4,159
+81
+2% +$11.7K 0.2% 81
2021
Q4 		$632K Buy
4,078
+86
+2% +$13.9K 0.21% 76
2021
Q3 		$675K Buy
3,992
+19
+0.5% +$3.39K 0.25% 70
2021
Q2 		$698K Hold
3,973
– – 0.26% 70
2021
Q1 		$733K Buy
3,973
+33
+0.8% +$6.09K 0.29% 60
2020
Q4 		$714K Buy
3,940
+49
+1% +$7.03K 0.3% 59
2020
Q3 		$483K Buy
3,891
+1
+0% +$125 0.23% 76
2020
Q2 		$434K Buy
3,890
+165
+4% +$18.2K 0.23% 73
2020
Q1 		$360K Buy
3,725
+22
+0.6% +$2.78K 0.23% 74
2019
Q4 		$536K Hold
3,703
– – 0.27% 62
2019
Q3 		$483K Buy
3,703
+48
+1% +$6.64K 0.27% 62
2019
Q2 		$510K Buy
3,655
+71
+2% +$9.42K 0.29% 58
2019
Q1 		$398K Buy
3,584
+525
+17% +$58.7K 0.23% 76
2018
Q4 		$335K Buy
3,059
+129
+4% +$14.7K 0.22% 79
2018
Q3 		$343K Hold
2,930
– – 0.22% 80
2018
Q2 		$307K Hold
2,930
– – 0.21% 80
2018
Q1 		$294K Sell
2,930
-450
-13% -$47.8K 0.21% 83
2017
Q4 		$363K Hold
3,380
– – 0.27% 65
2017
Q3 		$333K Sell
3,380
-52
-2% -$5.35K 0.25% 66
2017
Q2 		$365K Hold
3,432
– – 0.29% 61
2017
Q1 		$389K Hold
3,432
– – 0.33% 55
2016
Q4 		$358K Hold
3,432
– – 0.32% 56
2016
Q3 		$319K Sell
3,432
-50
-1% -$4.79K 0.29% 61
2016
Q2 		$341K Buy
3,482
+50
+1% +$5K 0.32% 54
2016
Q1 		$341K Buy
+3,432
New +$331K 0.32% 54

Other funds holding DIS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's DIS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Walt Disney (DIS) stake by 26% in Q3 2023, selling an estimated $29K and leaving 991 shares worth $80.3K. The position accounts for 0.04% of the portfolio, ranked #189.

Sutton Wealth Advisors first reported a position in DIS in Q1 2016 and has held it in 31 quarters since. The position peaked at $733K in Q1 2021. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Sutton Wealth Advisors held 991 shares of Walt Disney worth $80.3K as of Q3 2023.
  • Sutton Wealth Advisors sold 340 Walt Disney shares in Q3 2023, an estimated $29K.
  • Walt Disney made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #189 holding.
  • Sutton Wealth Advisors first reported a position in Walt Disney in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Walt Disney position peaked at $733K in Q1 2021.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.