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Vigilare Wealth Management’s Walt Disney DIS Stock Holding History

Vigilare 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
-1,923
Closed -$235K – 94
2024
Q1 		$235K Buy
+1,923
New +$201K 0.12% 85
2023
Q3 		– Sell
-3,481
Closed -$311K – 88
2023
Q2 		$311K Sell
3,481
-1,293
-27% -$122K 0.18% 71
2023
Q1 		$478K Sell
4,774
-820
-15% -$82.7K 0.27% 50
2022
Q4 		$486K Sell
5,594
-1,204
-18% -$115K 0.28% 49
2022
Q3 		$641K Sell
6,798
-523
-7% -$56K 0.83% 30
2022
Q2 		$691K Sell
7,321
-4,401
-38% -$488K 0.75% 35
2022
Q1 		$1.61M Buy
11,722
+1,070
+10% +$155K 1.32% 18
2021
Q4 		$1.65M Buy
10,652
+215
+2% +$34.7K 0.98% 25
2021
Q3 		$1.77M Sell
10,437
-1,307
-11% -$233K 1.09% 22
2021
Q2 		$2.06M Buy
11,744
+1,876
+19% +$337K 1.25% 17
2021
Q1 		$1.82M Buy
9,868
+1,278
+15% +$236K 1.29% 12
2020
Q4 		$1.56M Sell
8,590
-1,051
-11% -$151K 1.47% 19
2020
Q3 		$1.2M Buy
9,641
+975
+11% +$122K 1.25% 21
2020
Q2 		$966K Sell
8,666
-4,313
-33% -$476K 0.98% 28
2020
Q1 		$1.25M Buy
12,979
+80
+0.6% +$10.1K 1.5% 19
2019
Q4 		$1.82M Buy
+12,899
New +$1.8M 1.21% 22

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

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

Vigilare Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,923 shares — an estimated $235K sold.

Vigilare Wealth Management first reported a position in DIS in Q4 2019 and held it in 16 quarters. The position peaked at $2.06M in Q2 2021. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Vigilare Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,923 Walt Disney shares in Q2 2024, an estimated $235K.
  • Vigilare Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 16 quarters.
  • Vigilare Wealth Management's Walt Disney position peaked at $2.06M in Q2 2021.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Vigilare Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.