Wealth Advisors’s Walt Disney DIS Stock Holding History

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
2023 Q1	–	Sell	-12,400	Closed	-$16.5K	–	71
2022 Q4	$16.5K	Buy	+12,400	New	+$1.19M	0.01%	65
2021 Q4	–	Sell	-7,000	Closed	-$79K	–	81
2021 Q3	$79K	Sell	7,000 -2,500	-26%	-$446K	0.03%	80
2021 Q2	$151K	Buy	9,500 +6,500	+217%	+$1.17M	0.06%	78
2021 Q1	$54K	Buy	+3,000	New	+$553K	0.02%	87

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Advisors's DIS Position: Q2 2023 in Review

Wealth Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,571 shares — an estimated $258K sold.

Wealth Advisors first reported a position in DIS in Q4 2019 and held it in 10 quarters. The position peaked at $767K in Q4 2019. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Wealth Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Wealth Advisors sold 2,571 Walt Disney shares in Q2 2023, an estimated $258K.
Wealth Advisors first reported a position in Walt Disney in Q4 2019 and held it in 10 quarters.
Wealth Advisors's Walt Disney position peaked at $767K in Q4 2019.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.