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Waller Financial Planning Group’s Walt Disney DIS Stock Holding History

Waller Financial Planning Group’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
2022
Q2 		– Sell
-1,623
Closed -$223K – 53
2022
Q1 		$223K Buy
1,623
+246
+18% +$35.6K 0.06% 49
2021
Q4 		$213K Buy
1,377
+120
+10% +$19.4K 0.05% 52
2021
Q3 		$213K Buy
+1,257
New +$224K 0.06% 52

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waller Financial Planning Group's DIS Position: Q2 2022 in Review

Waller Financial Planning Group sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,623 shares — an estimated $223K sold.

Waller Financial Planning Group first reported a position in DIS in Q3 2021 and held it in 3 quarters. The position peaked at $223K in Q1 2022. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Waller Financial Planning Group reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,623 Walt Disney shares in Q2 2022, an estimated $223K.
  • Waller Financial Planning Group first reported a position in Walt Disney in Q3 2021 and held it in 3 quarters.
  • Waller Financial Planning Group's Walt Disney position peaked at $223K in Q1 2022.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Waller Financial Planning Group's 13F filing for Q2 2022, filed 18 Jul 2022.