Ten Capital Wealth Advisors’s Walt Disney DIS Stock Holding History

Ten Capital 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 Q2	$209K	Buy	2,344 +1,517	+183%	+$144K	0.06%	127
2023 Q1	$82.8K	Buy	827 +65	+9%	+$6.55K	0.03%	179
2022 Q4	$66.2K	Sell	762 -183	-19%	-$17.5K	0.03%	155
2022 Q3	$89K	Sell	945 -23	-2%	-$2.46K	0.04%	125
2022 Q2	$91K	Buy	968 +36	+4%	+$4K	0.04%	119
2022 Q1	$128K	Buy	932 +47	+5%	+$6.79K	0.05%	101
2021 Q4	$137K	Hold	885	–	–	0.06%	81
2021 Q3	$150K	Sell	885 -13,173	-94%	-$2.35M	0.07%	83
2021 Q2	$2.47M	Sell	14,058 -1,349	-9%	-$243K	0.56%	46
2021 Q1	$2.84M	Sell	15,407 -2,372	-13%	-$437K	0.69%	45
2020 Q4	$3.22M	Buy	17,779 +187	+1%	+$26.8K	0.9%	33
2020 Q3	$2.18M	Buy	+17,592	New	+$2.2M	0.74%	42

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

Ten Capital Wealth Advisors's DIS Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Walt Disney (DIS) stake by 183% in Q2 2023, buying an estimated $144K and bringing the position to 2,344 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #127.

Ten Capital Wealth Advisors first reported a position in DIS in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.22M in Q4 2020. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Ten Capital Wealth Advisors held 2,344 shares of Walt Disney worth $209K as of Q2 2023.
Ten Capital Wealth Advisors bought 1,517 Walt Disney shares in Q2 2023, an estimated $144K.
Walt Disney made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #127 holding.
Ten Capital Wealth Advisors first reported a position in Walt Disney in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Walt Disney position peaked at $3.22M in Q4 2020.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.