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TFO Wealth Partners’s Walt Disney DIS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$857 – 248
2024
Q1 		$857 Sell
7
-934
-99% -$97.6K ﹤0.01% 186
2023
Q4 		$85K Sell
941
-1,100
-54% -$97K 0.02% 47
2023
Q3 		$182K Buy
2,041
+12
+0.6% +$1.02K 0.04% 48
2023
Q2 		$181K Buy
2,029
+300
+17% +$28.4K 0.04% 47
2023
Q1 		$173K Buy
1,729
+1,720
+19,111% +$173K 0.04% 43
2022
Q4 		$685 Sell
9
-391
-98% -$37.4K ﹤0.01% 433
2022
Q3 		$38K Hold
400
– – 0.01% 59
2022
Q2 		$38K Sell
400
-332
-45% -$36.8K 0.01% 73
2022
Q1 		$100K Buy
732
+332
+83% +$48K 0.02% 56
2021
Q4 		$60K Sell
400
-1,145
-74% -$185K 0.01% 60
2021
Q3 		$261K Buy
1,545
+1,145
+286% +$204K 0.05% 34
2021
Q2 		$70K Sell
400
-325
-45% -$58.5K 0.01% 37
2021
Q1 		$134K Buy
725
+25
+4% +$4.61K 0.04% 44
2020
Q4 		$127K Sell
700
-27
-4% -$3.88K 0.04% 34
2020
Q3 		$90K Buy
727
+27
+4% +$3.38K 0.03% 41
2020
Q2 		$78K Sell
700
-40
-5% -$4.42K 0.03% 43
2020
Q1 		$71K Buy
740
+40
+6% +$5.06K 0.03% 49
2019
Q4 		$101K Buy
+700
New +$97.7K 0.09% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TFO Wealth Partners's DIS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 7 shares — an estimated $857 sold.

TFO Wealth Partners first reported a position in DIS in Q4 2019 and held it in 18 quarters. The position peaked at $261K in Q3 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Walt Disney shares in Q2 2024, an estimated $857.
  • TFO Wealth Partners first reported a position in Walt Disney in Q4 2019 and held it in 18 quarters.
  • TFO Wealth Partners's Walt Disney position peaked at $261K in Q3 2021.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.