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Torch Wealth Management’s Walt Disney DIS Stock Holding History

Torch 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
2019
Q4 		$4.22M Buy
29,216
+313
+1% +$43.7K 2.33% 6
2019
Q3 		$3.77M Sell
28,903
-875
-3% -$121K 2.23% 6
2019
Q2 		$4.16M Sell
29,778
-165
-0.6% -$21.9K 2.49% 6
2019
Q1 		$3.33M Sell
29,943
-412
-1% -$46K 2.05% 8
2018
Q4 		$3.33M Buy
30,355
+815
+3% +$92.7K 2.38% 6
2018
Q3 		$3.45M Buy
29,540
+210
+0.7% +$23.4K 2.07% 7
2018
Q2 		$3.07M Buy
29,330
+215
+0.7% +$22K 1.93% 9
2018
Q1 		$2.92M Sell
29,115
-125
-0.4% -$13.3K 1.9% 11
2017
Q4 		$3.14M Buy
29,240
+275
+0.9% +$28.3K 1.92% 8
2017
Q3 		$2.85M Sell
28,965
-454
-2% -$46.7K 1.87% 14
2017
Q2 		$3.13M Buy
29,419
+45
+0.2% +$4.93K 2.16% 8
2017
Q1 		$3.33M Buy
29,374
+325
+1% +$35.8K 2.22% 5
2016
Q4 		$3.03M Hold
29,049
– – 2.14% 9
2016
Q3 		$2.7M Buy
29,049
+1,800
+7% +$172K 1.96% 12
2016
Q2 		$2.67M Buy
27,249
+454
+2% +$45.4K 1.95% 11
2016
Q1 		$2.66M Buy
26,795
+225
+0.8% +$21.7K 2% 9
2015
Q4 		$2.79M Hold
26,570
– – 2.04% 10
2015
Q3 		$2.71M Sell
26,570
-600
-2% -$65.3K 2.09% 8
2015
Q2 		$3.1M Buy
27,170
+2,110
+8% +$232K 2.15% 5
2015
Q1 		$2.63M Buy
25,060
+1,650
+7% +$166K 2.03% 9
2014
Q4 		$2.21M Sell
23,410
-4,720
-17% -$426K 1.69% 21
2014
Q3 		$2.5M Sell
28,130
-570
-2% -$50.3K 1.84% 12
2014
Q2 		$2.46M Sell
28,700
-200
-0.7% -$16.3K 1.67% 15
2014
Q1 		$2.31M Buy
28,900
+2,100
+8% +$163K 1.68% 16
2013
Q4 		$2.05M Buy
+26,800
New +$1.86M 1.56% 18

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Torch Wealth Management's DIS Position: Q4 2019 in Review

Torch Wealth Management increased its Walt Disney (DIS) stake by 1.1% in Q4 2019, buying an estimated $43.7K and bringing the position to 29,216 shares worth $4.22M. The position accounts for 2.33% of the portfolio, ranked #6.

Torch Wealth Management first reported a position in DIS in Q4 2013 and has held it in 25 quarters since. 2,841 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

  • Torch Wealth Management held 29,216 shares of Walt Disney worth $4.22M as of Q4 2019.
  • Torch Wealth Management bought 313 Walt Disney shares in Q4 2019, an estimated $43.7K.
  • Walt Disney made up 2.33% of Torch Wealth Management's portfolio in Q4 2019, its #6 holding.
  • Torch Wealth Management first reported a position in Walt Disney in Q4 2013 and has held it in 25 quarters since.
  • 2,841 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.