Walled Lake Planning & Wealth Management’s Walt Disney DIS Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-234	Closed	-$40K	–	153
2021 Q3	$40K	Hold	234	–	–	0.02%	176
2021 Q2	$41K	Hold	234	–	–	0.03%	162
2021 Q1	$43K	Hold	234	–	–	0.03%	152
2020 Q4	$42K	Sell	234 -29	-11%	-$4.16K	0.03%	144
2020 Q3	$33K	Hold	263	–	–	0.03%	150
2020 Q2	$29K	Sell	263 -161	-38%	-$17.8K	0.02%	132
2020 Q1	$41K	Buy	424 +105	+33%	+$13.3K	0.04%	111
2019 Q4	$46K	Buy	+319	New	+$44.5K	0.03%	120

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DIS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Walt Disney (DIS) in Q4 2021, closing a stake of 234 shares — an estimated $40K sold.

Walled Lake Planning & Wealth Management first reported a position in DIS in Q4 2019 and held it in 8 quarters. The position peaked at $46K in Q4 2019. 3,368 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Walt Disney position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 234 Walt Disney shares in Q4 2021, an estimated $40K.
Walled Lake Planning & Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Walt Disney position peaked at $46K in Q4 2019.
3,368 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.