WIA
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Wealthstreet Investment Advisors’s Walt Disney DIS Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$27K Hold
200
– – 0.73% 33
2021
Q4 		$31K Hold
200
– – 0.76% 32
2021
Q3 		$34K Sell
200
-120
-38% -$21.4K 0.94% 31
2021
Q2 		$56K Sell
320
-97,712
-100% -$17.6M 0.29% 57
2021
Q1 		$18.1M Sell
98,032
-25
-0% -$4.61K 1.76% 11
2020
Q4 		$17.8M Sell
98,057
-2,555
-3% -$367K 1.8% 12
2020
Q3 		$12.5M Buy
100,612
+700
+0.7% +$87.5K 1.39% 19
2020
Q2 		$11.1M Sell
99,912
-2,920
-3% -$322K 1.36% 18
2020
Q1 		$9.93M Sell
102,832
-158
-0.2% -$20K 1.47% 19
2019
Q4 		$14.9M Buy
102,990
+520
+0.5% +$72.6K 1.74% 10
2019
Q3 		$13.3M Buy
102,470
+4,273
+4% +$591K 1.7% 10
2019
Q2 		$13.7M Buy
98,197
+350
+0.4% +$46.4K 1.77% 10
2019
Q1 		$10.9M Buy
97,847
+3,822
+4% +$427K 1.43% 17
2018
Q4 		$10.4M Sell
94,025
-3,480
-4% -$396K 1.46% 16
2018
Q3 		$11.4M Sell
97,505
-680
-0.7% -$75.7K 1.41% 15
2018
Q2 		$10.3M Buy
98,185
+1,619
+2% +$166K 1.36% 17
2018
Q1 		$9.7M Buy
96,566
+2,159
+2% +$229K 1.22% 18
2017
Q4 		$10.2M Buy
+94,407
New +$9.73M 1.23% 18

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthstreet Investment Advisors's DIS Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Walt Disney (DIS) position steady in Q1 2022 at 200 shares worth $27K. The position accounts for 0.73% of the portfolio, ranked #33.

Wealthstreet Investment Advisors first reported a position in DIS in Q4 2017 and has held it in 18 quarters since. The position peaked at $18.1M in Q1 2021. 3,289 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Wealthstreet Investment Advisors held 200 shares of Walt Disney worth $27K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Walt Disney share count unchanged in Q1 2022.
  • Walt Disney made up 0.73% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #33 holding.
  • Wealthstreet Investment Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Walt Disney position peaked at $18.1M in Q1 2021.
  • 3,289 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.