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USAdvisors Wealth Management’s Walt Disney DIS Stock Holding History

USAdvisors 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
2024
Q2 		– Sell
-1,662
Closed -$201K – 130
2024
Q1 		$201K Buy
+1,662
New +$174K 0.08% 130
2023
Q3 		– Sell
-2,238
Closed -$201K – 106
2023
Q2 		$201K Sell
2,238
-209
-9% -$19.8K 0.1% 100
2023
Q1 		$245K Sell
2,447
-691
-22% -$69.7K 0.12% 104
2022
Q4 		$273K Buy
3,138
+311
+11% +$29.7K 0.13% 96
2022
Q3 		$267K Buy
2,827
+349
+14% +$37.4K 0.14% 102
2022
Q2 		$234K Sell
2,478
-4
-0.2% -$444 0.12% 103
2022
Q1 		$340K Buy
2,482
+142
+6% +$20.5K 0.15% 98
2021
Q4 		$362K Sell
2,340
-19
-0.8% -$3.07K 0.15% 91
2021
Q3 		$399K Buy
2,359
+287
+14% +$51.2K 0.17% 83
2021
Q2 		$364K Sell
2,072
-95
-4% -$17.1K 0.2% 81
2021
Q1 		$399K Hold
2,167
– – 0.19% 80
2020
Q4 		$365K Sell
2,167
-312
-13% -$44.8K 0.18% 70
2020
Q3 		$307 Sell
2,479
-21
-0.8% -$2.63K 0.05% 58
2020
Q2 		$279K Buy
2,500
+75
+3% +$8.28K 0.15% 62
2020
Q1 		$234K Buy
2,425
+122
+5% +$15.4K 0.14% 64
2019
Q4 		$333K Buy
+2,303
New +$321K 0.17% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USAdvisors Wealth Management's DIS Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,662 shares — an estimated $201K sold.

USAdvisors Wealth Management first reported a position in DIS in Q4 2019 and held it in 16 quarters. The position peaked at $399K in Q3 2021. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • USAdvisors Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,662 Walt Disney shares in Q2 2024, an estimated $201K.
  • USAdvisors Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 16 quarters.
  • USAdvisors Wealth Management's Walt Disney position peaked at $399K in Q3 2021.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.