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Websterrogers Financial Advisors’s Walt Disney DIS Stock Holding History

Websterrogers Financial 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
2021
Q3 		– Sell
-2,158
Closed -$373K – 62
2021
Q2 		$373K Hold
2,158
– – 0.09% 44
2021
Q1 		$398K Sell
2,158
-213
-9% -$39.3K 0.11% 38
2020
Q4 		$408K Buy
+2,371
New +$340K 0.12% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Websterrogers Financial Advisors's DIS Position: Q3 2021 in Review

Websterrogers Financial Advisors sold out of Walt Disney (DIS) in Q3 2021, closing a stake of 2,158 shares — an estimated $373K sold.

Websterrogers Financial Advisors first reported a position in DIS in Q4 2020 and held it in 3 quarters. The position peaked at $408K in Q4 2020. 3,088 funds tracked by Wall St. Rank hold DIS as of Q3 2021.

  • Websterrogers Financial Advisors reported no remaining Walt Disney position as of Q3 2021 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 2,158 Walt Disney shares in Q3 2021, an estimated $373K.
  • Websterrogers Financial Advisors first reported a position in Walt Disney in Q4 2020 and held it in 3 quarters.
  • Websterrogers Financial Advisors's Walt Disney position peaked at $408K in Q4 2020.
  • 3,088 funds tracked by Wall St. Rank held Walt Disney as of Q3 2021.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.