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Wetzel Investment Advisors’s Walt Disney DIS Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-1,471
Closed -$180K – 309
2024
Q2 		$180K Hold
1,471
– – 0.1% 122
2024
Q1 		$165K Buy
1,471
+102
+7% +$10.7K 0.1% 130
2023
Q4 		$124K Buy
+1,369
New +$121K 0.08% 155

Other funds holding DIS

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wetzel Investment Advisors's DIS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 1,471 shares — an estimated $180K sold.

Wetzel Investment Advisors first reported a position in DIS in Q4 2023 and held it in 3 quarters. The position peaked at $180K in Q2 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,471 Walt Disney shares in Q3 2024, an estimated $180K.
  • Wetzel Investment Advisors first reported a position in Walt Disney in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Walt Disney position peaked at $180K in Q2 2024.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.