TrueWealth Advisors’s Walt Disney DIS Stock Holding History

TrueWealth 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
2022 Q2	–	Sell	-2,049	Closed	-$317K	–	174
2022 Q1	$317K	Hold	2,049	–	–	0.14%	127
2021 Q4	$317K	Buy	+2,049	New	+$331K	0.14%	127

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth Advisors's DIS Position: Q2 2022 in Review

TrueWealth Advisors sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 2,049 shares — an estimated $317K sold.

TrueWealth Advisors first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $317K in Q1 2022. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

TrueWealth Advisors reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 2,049 Walt Disney shares in Q2 2022, an estimated $317K.
TrueWealth Advisors first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
TrueWealth Advisors's Walt Disney position peaked at $317K in Q1 2022.
3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.