TWM
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Titus Wealth Management’s Walt Disney DIS Stock Holding History

Titus Wealth 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
2022
Q2 		$326K Buy
3,457
+363
+12% +$40.3K 0.16% 101
2022
Q1 		$424K Buy
3,094
+366
+13% +$52.9K 0.19% 88
2021
Q4 		$423K Sell
2,728
-175
-6% -$28.3K 0.19% 86
2021
Q3 		$492K Hold
2,903
– – 0.26% 68
2021
Q2 		$510K Sell
2,903
-49
-2% -$8.81K 0.28% 61
2021
Q1 		$545K Buy
2,952
+15
+0.5% +$2.77K 0.32% 56
2020
Q4 		$532K Buy
2,937
+66
+2% +$9.47K 0.33% 57
2020
Q3 		$356K Sell
2,871
-26
-0.9% -$3.25K 0.25% 71
2020
Q2 		$323K Sell
2,897
-1,299
-31% -$143K 0.25% 75
2020
Q1 		$295K Buy
4,196
+1,265
+43% +$160K 0.28% 68
2019
Q4 		$424K Buy
2,931
+673
+30% +$93.9K 0.43% 53
2019
Q3 		$294K Buy
2,258
+794
+54% +$110K 0.27% 73
2019
Q2 		$204K Sell
1,464
-1,214
-45% -$161K 0.2% 89
2019
Q1 		$292 Buy
2,678
+164
+7% +$18.3K 0.26% 76
2018
Q4 		$275 Sell
2,514
-120
-5% -$13.6K 0.23% 73
2018
Q3 		$308K Buy
2,634
+118
+5% +$13.1K 0.27% 66
2018
Q2 		$264K Hold
2,516
– – 0.28% 70
2018
Q1 		$253K Buy
2,516
+25
+1% +$2.66K 0.24% 65
2017
Q4 		$268K Buy
+2,491
New +$257K 0.3% 57

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Titus Wealth Management's DIS Position: Q2 2022 in Review

Titus Wealth Management increased its Walt Disney (DIS) stake by 12% in Q2 2022, buying an estimated $40.3K and bringing the position to 3,457 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #101.

Titus Wealth Management first reported a position in DIS in Q4 2017 and has held it in 19 quarters since. The position peaked at $545K in Q1 2021. 3,011 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Titus Wealth Management held 3,457 shares of Walt Disney worth $326K as of Q2 2022.
  • Titus Wealth Management bought 363 Walt Disney shares in Q2 2022, an estimated $40.3K.
  • Walt Disney made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #101 holding.
  • Titus Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's Walt Disney position peaked at $545K in Q1 2021.
  • 3,011 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.