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Triad Financial Advisors’s Walt Disney DIS Stock Holding History

Triad Financial 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
Q3 		$314K Buy
+3,880
New +$331K 0.11% 73
2023
Q1 		– Sell
-2,843
Closed -$247K – 106
2022
Q4 		$247K Buy
2,843
+461
+19% +$44.1K 0.11% 93
2022
Q3 		$225K Sell
2,382
-84
-3% -$8.99K 0.12% 92
2022
Q2 		$233K Sell
2,466
-270
-10% -$30K 0.13% 91
2022
Q1 		$375K Sell
2,736
-439
-14% -$63.5K 0.2% 68
2021
Q4 		$492K Buy
+3,175
New +$513K 0.29% 56

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triad Financial Advisors's DIS Position: Q3 2023 in Review

Triad Financial Advisors opened a new position in Walt Disney (DIS) in Q3 2023: 3,880 shares worth $314K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings. This is a return to the name: Triad Financial Advisors previously reported a position in DIS as recently as Q4 2022.

Triad Financial Advisors first reported a position in DIS in Q4 2021 and has held it in 6 quarters since. The position peaked at $492K in Q4 2021. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Triad Financial Advisors held 3,880 shares of Walt Disney worth $314K as of Q3 2023.
  • Walt Disney was a new Triad Financial Advisors position in Q3 2023.
  • Walt Disney made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #73 holding.
  • Triad Financial Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 6 quarters since.
  • Triad Financial Advisors's Walt Disney position peaked at $492K in Q4 2021.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.