VAFP
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Vahanian & Associates Financial Planning’s Walt Disney DIS Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-4,150
Closed -$416K – 62
2023
Q1 		$416K Sell
4,150
-50
-1% -$5.04K 1.15% 29
2022
Q4 		$365K Buy
+4,200
New +$402K 1.19% 32
2022
Q1 		– Sell
-3,219
Closed -$499K – 88
2021
Q4 		$499K Buy
+3,219
New +$520K 0.4% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vahanian & Associates Financial Planning's DIS Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 4,150 shares — an estimated $416K sold.

Vahanian & Associates Financial Planning first reported a position in DIS in Q4 2021 and held it in 3 quarters. The position peaked at $499K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 4,150 Walt Disney shares in Q2 2023, an estimated $416K.
  • Vahanian & Associates Financial Planning first reported a position in Walt Disney in Q4 2021 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's Walt Disney position peaked at $499K in Q4 2021.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.