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Traverso Chambers Private Wealth Management’s Walt Disney DIS Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$216K Sell
2,392
-208
-8% -$18.3K 0.05% 115
2023
Q3 		$211K Buy
2,600
+83
+3% +$7.09K 0.06% 111
2023
Q2 		$225K Buy
2,517
+15
+0.6% +$1.42K 0.06% 105
2023
Q1 		$251K Buy
2,502
+134
+6% +$13.5K 0.07% 101
2022
Q4 		$206K Buy
2,368
+21
+0.9% +$2.01K 0.06% 105
2022
Q3 		$221K Sell
2,347
-2
-0.1% -$214 0.07% 104
2022
Q2 		$222K Sell
2,349
-218
-8% -$24.2K 0.07% 101
2022
Q1 		$352K Buy
2,567
+35
+1% +$5.06K 0.11% 85
2021
Q4 		$392K Buy
2,532
+150
+6% +$24.2K 0.12% 79
2021
Q3 		$403K Buy
2,382
+25
+1% +$4.46K 0.13% 76
2021
Q2 		$414K Buy
2,357
+179
+8% +$32.2K 0.13% 77
2021
Q1 		$402K Buy
2,178
+15
+0.7% +$2.77K 0.14% 75
2020
Q4 		$392K Sell
2,163
-50
-2% -$7.18K 0.14% 74
2020
Q3 		$275K Buy
2,213
+50
+2% +$6.25K 0.11% 83
2020
Q2 		$241K Buy
2,163
+65
+3% +$7.18K 0.1% 86
2020
Q1 		$203K Buy
2,098
+265
+14% +$33.5K 0.1% 89
2019
Q4 		$265K Sell
1,833
-32
-2% -$4.47K 0.11% 87
2019
Q3 		$243K Sell
1,865
-40
-2% -$5.53K 0.12% 90
2019
Q2 		$272K Hold
1,905
– – 0.13% 82
2019
Q1 		$212K Buy
1,905
+70
+4% +$7.82K 0.1% 93
2018
Q4 		$201K Buy
+1,835
New +$209K 0.11% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Traverso Chambers Private Wealth Management's DIS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Walt Disney (DIS) stake by 8% in Q4 2023, selling an estimated $18.3K and leaving 2,392 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #115.

Traverso Chambers Private Wealth Management first reported a position in DIS in Q4 2018 and has held it in 21 quarters since. The position peaked at $414K in Q2 2021. 2,999 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 2,392 shares of Walt Disney worth $216K as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 208 Walt Disney shares in Q4 2023, an estimated $18.3K.
  • Walt Disney made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #115 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's Walt Disney position peaked at $414K in Q2 2021.
  • 2,999 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.