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SYSTM Wealth Solutions’s Walt Disney DIS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		$1.35K Sell
14
-3,455
-100% -$318K 0.04% 69
2024
Q2 		$344K Sell
3,469
-132
-4% -$14.2K 0.08% 161
2024
Q1 		$441K Buy
3,601
+476
+15% +$49.7K 0.06% 295
2023
Q4 		$283K Buy
3,125
+197
+7% +$17.4K 0.04% 336
2023
Q3 		$237K Sell
2,928
-8,927
-75% -$762K 0.04% 405
2023
Q2 		$1.06M Buy
11,855
+94
+0.8% +$8.9K 0.14% 191
2023
Q1 		$1.18M Sell
11,761
-280
-2% -$28.2K 0.18% 155
2022
Q4 		$1.05M Buy
+12,041
New +$1.15M 0.13% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's DIS Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Walt Disney (DIS) stake by 100% in Q3 2024, selling an estimated $318K and leaving 14 shares worth $1.35K. The position accounts for 0.04% of the portfolio, ranked #69.

SYSTM Wealth Solutions first reported a position in DIS in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2023. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • SYSTM Wealth Solutions held 14 shares of Walt Disney worth $1.35K as of Q3 2024.
  • SYSTM Wealth Solutions sold 3,455 Walt Disney shares in Q3 2024, an estimated $318K.
  • Walt Disney made up 0.04% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #69 holding.
  • SYSTM Wealth Solutions first reported a position in Walt Disney in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's Walt Disney position peaked at $1.18M in Q1 2023.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.