Wealth Management Solutions’s Walt Disney DIS Stock Holding History

Wealth Management Solutions’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	-2,260	Closed	-$226K	–	87
2023 Q1	$226K	Buy	+2,260	New	+$228K	0.13%	78
2022 Q4	–	Sell	-2,769	Closed	-$261K	–	92
2022 Q3	$261K	Hold	2,769	–	–	0.15%	64
2022 Q2	$261K	Sell	2,769 -401	-13%	-$44.5K	0.15%	70
2022 Q1	$435K	Hold	3,170	–	–	0.23%	60
2021 Q4	$491K	Buy	+3,170	New	+$512K	0.25%	62

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 Management Solutions's DIS Position: Q2 2023 in Review

Wealth Management Solutions sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,260 shares — an estimated $226K sold.

Wealth Management Solutions first reported a position in DIS in Q4 2021 and held it in 5 quarters. The position peaked at $491K in Q4 2021. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Wealth Management Solutions reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Wealth Management Solutions sold 2,260 Walt Disney shares in Q2 2023, an estimated $226K.
Wealth Management Solutions first reported a position in Walt Disney in Q4 2021 and held it in 5 quarters.
Wealth Management Solutions's Walt Disney position peaked at $491K in Q4 2021.
2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Wealth Management Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.