VWA
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V Wealth Advisors’s Walt Disney DIS Stock Holding History

V Wealth 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
2020
Q3 		– Sell
-200
Closed -$22K – 204
2020
Q2 		$22K Buy
+200
New +$22.1K 0.01% 346

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

V Wealth Advisors's DIS Position: Q3 2023 in Review

V Wealth Advisors reduced its Walt Disney (DIS) stake by 29% in Q3 2023, selling an estimated $261K and leaving 7,470 shares worth $605K. The position accounts for 0.49% of the portfolio, ranked #44.

V Wealth Advisors first reported a position in DIS in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.35M in Q2 2021. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • V Wealth Advisors held 7,470 shares of Walt Disney worth $605K as of Q3 2023.
  • V Wealth Advisors sold 3,059 Walt Disney shares in Q3 2023, an estimated $261K.
  • Walt Disney made up 0.49% of V Wealth Advisors's portfolio in Q3 2023, its #44 holding.
  • V Wealth Advisors first reported a position in Walt Disney in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's Walt Disney position peaked at $3.35M in Q2 2021.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.