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US Financial Advisors’s Walt Disney DIS Stock Holding History

US 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
2021
Q2 		– Sell
-1,352
Closed -$249K – 86
2021
Q1 		$249K Sell
1,352
-148
-10% -$27.3K 0.07% 130
2020
Q4 		$272K Buy
+1,500
New +$215K 0.08% 102
2016
Q2 		– Sell
-353
Closed -$35K – 122
2016
Q1 		$35K Sell
353
-364
-51% -$35.1K 0.06% 105
2015
Q4 		$75K Buy
717
+8
+1% +$892 0.07% 112
2015
Q3 		$72K Buy
709
+114
+19% +$12.4K 0.12% 85
2015
Q2 		$68K Hold
595
– – 0.06% 89
2015
Q1 		$62K Buy
595
+100
+20% +$10.1K 0.06% 96
2014
Q4 		$47K Buy
+495
New +$44.6K 0.04% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

US Financial Advisors's DIS Position: Q2 2021 in Review

US Financial Advisors sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 1,352 shares — an estimated $249K sold.

US Financial Advisors first reported a position in DIS in Q4 2014 and held it in 8 quarters. The position peaked at $272K in Q4 2020. 3,102 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • US Financial Advisors reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 1,352 Walt Disney shares in Q2 2021, an estimated $249K.
  • US Financial Advisors first reported a position in Walt Disney in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's Walt Disney position peaked at $272K in Q4 2020.
  • 3,102 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.