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TD Ameritrade Investment Management’s Walt Disney DIS Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-286
Closed -$26K – 114
2023
Q2 		$26K Buy
286
+58
+25% +$5.49K ﹤0.01% 270
2023
Q1 		$23K Sell
228
-101
-31% -$10.2K ﹤0.01% 290
2022
Q4 		$29K Sell
329
-44
-12% -$4.21K ﹤0.01% 293
2022
Q3 		$35K Sell
373
-6
-2% -$642 ﹤0.01% 298
2022
Q2 		$36K Buy
379
+5
+1% +$555 ﹤0.01% 327
2022
Q1 		$51K Buy
374
+48
+15% +$6.94K ﹤0.01% 345
2021
Q4 		$50K Buy
326
+74
+29% +$12K ﹤0.01% 349
2021
Q3 		$31K Sell
252
-55
-18% -$9.8K ﹤0.01% 361
2021
Q2 		$54K Buy
307
+55
+22% +$9.89K ﹤0.01% 334
2021
Q1 		$46K Hold
252
– – ﹤0.01% 342
2020
Q4 		$46K Hold
252
– – ﹤0.01% 342
2020
Q3 		$31K Buy
252
+229
+996% +$28.6K ﹤0.01% 361
2020
Q2 		$3K Sell
23
-8
-26% -$883 ﹤0.01% 543
2020
Q1 		$3K Buy
31
+1
+3% +$126 ﹤0.01% 516
2019
Q4 		$4K Sell
30
-1
-3% -$140 ﹤0.01% 529
2019
Q3 		$4K Sell
31
-39
-56% -$5.39K ﹤0.01% 543
2019
Q2 		$10K Buy
70
+18
+35% +$2.39K ﹤0.01% 390
2019
Q1 		$6K Sell
52
-65
-56% -$7.26K ﹤0.01% 423
2018
Q4 		$13K Buy
117
+74
+172% +$8.41K ﹤0.01% 321
2018
Q3 		$5K Buy
43
+7
+19% +$779 ﹤0.01% 394
2018
Q2 		$4K Buy
+36
New +$3.68K ﹤0.01% 274

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

TD Ameritrade Investment Management's DIS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 286 shares — an estimated $26K sold.

TD Ameritrade Investment Management first reported a position in DIS in Q2 2018 and held it in 21 quarters. The position peaked at $54K in Q2 2021. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 286 Walt Disney shares in Q3 2023, an estimated $26K.
  • TD Ameritrade Investment Management first reported a position in Walt Disney in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Walt Disney position peaked at $54K in Q2 2021.
  • 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.