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Wealthspan Partners’s Walt Disney DIS Stock Holding History

Wealthspan Partners’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
-1,515
Closed -$208K – 65
2022
Q1 		$208K Sell
1,515
-73
-5% -$10.6K 0.19% 66
2021
Q4 		$246K Buy
+1,588
New +$256K 0.22% 63

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Wealthspan Partners's DIS Position: Q2 2022 in Review

Wealthspan Partners sold out of Walt Disney (DIS) in Q2 2022, closing a stake of 1,515 shares — an estimated $208K sold.

Wealthspan Partners first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 3,012 funds tracked by Wall St. Rank hold DIS as of Q2 2022.

  • Wealthspan Partners reported no remaining Walt Disney position as of Q2 2022 after selling out during the quarter.
  • Wealthspan Partners sold 1,515 Walt Disney shares in Q2 2022, an estimated $208K.
  • Wealthspan Partners first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Wealthspan Partners's Walt Disney position peaked at $246K in Q4 2021.
  • 3,012 funds tracked by Wall St. Rank held Walt Disney as of Q2 2022.

Based on Wealthspan Partners's 13F filing for Q2 2022, filed 11 Aug 2022.