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Winning Points Advisors’s Walt Disney DIS Stock Holding History

Winning Points 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
Q1 		$202K Hold
2,232
– – 0.31% 35
2023
Q4 		$202K Buy
+2,232
New +$197K 0.31% 35
2023
Q3 		– Sell
-2,232
Closed -$202K – 33
2023
Q2 		$202K Buy
2,232
+25
+1% +$2.37K 0.31% 35
2023
Q1 		$221K Buy
+2,207
New +$223K 0.24% 38
2022
Q4 		– Sell
-2,832
Closed -$282K – 47
2022
Q3 		$282K Hold
2,832
– – 0.34% 40
2022
Q2 		$267K Hold
2,832
– – 0.29% 44
2022
Q1 		$388K Sell
2,832
-1,034
-27% -$149K 0.3% 42
2021
Q4 		$540K Buy
3,866
+1,034
+37% +$167K 0.39% 46
2021
Q3 		$479K Buy
2,832
+925
+49% +$165K 0.35% 43
2021
Q2 		$335K Sell
1,907
-1,000
-34% -$180K 0.25% 48
2021
Q1 		$536K Buy
2,907
+200
+7% +$36.9K 0.4% 43
2020
Q4 		$490K Sell
2,707
-1,544
-36% -$222K 0.39% 41
2020
Q3 		$527K Buy
4,251
+199
+5% +$24.9K 0.45% 37
2020
Q2 		$452K Buy
4,052
+85
+2% +$9.38K 0.43% 37
2020
Q1 		$383K Buy
3,967
+101
+3% +$12.8K 0.37% 43
2019
Q4 		$559K Hold
3,866
– – 0.36% 48
2019
Q3 		$502K Hold
3,866
– – 0.36% 47
2019
Q2 		$540K Hold
3,866
– – 0.39% 46
2019
Q1 		$429K Buy
3,866
+93
+2% +$10.4K 0.33% 49
2018
Q4 		$411K Buy
3,773
+200
+6% +$22.7K 0.35% 50
2018
Q3 		$418K Sell
3,573
-212
-6% -$23.6K 0.31% 51
2018
Q2 		$397K Hold
3,785
– – 0.32% 50
2018
Q1 		$376K Sell
3,785
-100
-3% -$10.6K 0.31% 55
2017
Q4 		$418K Hold
3,885
– – 0.34% 51
2017
Q3 		$383K Hold
3,885
– – 0.33% 54
2017
Q2 		$417K Hold
3,885
– – 0.41% 46
2017
Q1 		$441K Buy
3,885
+16
+0.4% +$1.76K 0.43% 47
2016
Q4 		$403K Buy
+3,869
New +$377K 0.44% 49

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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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

Winning Points Advisors's DIS Position: Q1 2024 in Review

Winning Points Advisors held its Walt Disney (DIS) position steady in Q1 2024 at 2,232 shares worth $202K. The position accounts for 0.31% of the portfolio, ranked #35.

Winning Points Advisors first reported a position in DIS in Q4 2016 and has held it in 28 quarters since. The position peaked at $559K in Q4 2019. 3,168 funds tracked by Wall St. Rank hold DIS as of Q1 2024.

  • Winning Points Advisors held 2,232 shares of Walt Disney worth $202K as of Q1 2024.
  • Winning Points Advisors left its Walt Disney share count unchanged in Q1 2024.
  • Walt Disney made up 0.31% of Winning Points Advisors's portfolio in Q1 2024, its #35 holding.
  • Winning Points Advisors first reported a position in Walt Disney in Q4 2016 and has held it in 28 quarters since.
  • Winning Points Advisors's Walt Disney position peaked at $559K in Q4 2019.
  • 3,168 funds tracked by Wall St. Rank held Walt Disney as of Q1 2024.

Based on Winning Points Advisors's 13F filing for Q1 2024, filed 14 Nov 2024.