YWP
DIS icon

YorkBridge Wealth Partners’s Walt Disney DIS Stock Holding History

YorkBridge Wealth 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
Q4 		$1.59M Sell
18,268
-2,391
-12% -$229K 0.4% 62
2022
Q3 		$1.95M Buy
20,659
+477
+2% +$51K 0.5% 53
2022
Q2 		$1.91M Buy
20,182
+2,720
+16% +$302K 0.5% 53
2022
Q1 		$2.4M Buy
17,462
+231
+1% +$33.4K 0.53% 47
2021
Q4 		$2.67M Buy
17,231
+167
+1% +$27K 0.6% 44
2021
Q3 		$2.89M Buy
17,064
+759
+5% +$135K 0.73% 37
2021
Q2 		$2.87M Buy
16,305
+429
+3% +$77.2K 0.75% 37
2021
Q1 		$2.93M Buy
15,876
+3,322
+26% +$613K 0.87% 31
2020
Q4 		$2.27M Buy
12,554
+64
+0.5% +$9.19K 0.76% 38
2020
Q3 		$1.55M Sell
12,490
-182
-1% -$22.7K 0.65% 45
2020
Q2 		$1.41M Sell
12,672
-1,082
-8% -$119K 0.65% 48
2020
Q1 		$1.33M Buy
13,754
+102
+0.7% +$12.9K 0.82% 43
2019
Q4 		$1.97M Buy
13,652
+281
+2% +$39.2K 0.9% 34
2019
Q3 		$1.74M Buy
13,371
+1,042
+8% +$144K 0.88% 38
2019
Q2 		$1.72M Sell
12,329
-8
-0.1% -$1.06K 0.77% 36
2019
Q1 		$1.37M Sell
12,337
-85
-0.7% -$9.5K 0.63% 46
2018
Q4 		$1.36M Buy
12,422
+99
+0.8% +$11.3K 0.72% 42
2018
Q3 		$1.43M Sell
12,323
-49
-0.4% -$5.45K 0.66% 43
2018
Q2 		$1.3M Sell
12,372
-1,857
-13% -$190K 0.57% 47
2018
Q1 		$1.43M Buy
14,229
+735
+5% +$78.1K 0.66% 41
2017
Q4 		$1.41M Buy
13,494
+2,283
+20% +$235K 0.68% 39
2017
Q3 		$1.1M Sell
11,211
-493
-4% -$50.7K 0.57% 49
2017
Q2 		$1.26M Buy
11,704
+209
+2% +$22.9K 0.67% 41
2017
Q1 		$1.31M Buy
11,495
+1,975
+21% +$217K 0.69% 39
2016
Q4 		$941K Buy
+9,520
New +$928K 0.56% 48

Other funds holding DIS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's DIS Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Walt Disney (DIS) stake by 12% in Q4 2022, selling an estimated $229K and leaving 18,268 shares worth $1.59M. The position accounts for 0.4% of the portfolio, ranked #62.

YorkBridge Wealth Partners first reported a position in DIS in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.93M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

  • YorkBridge Wealth Partners held 18,268 shares of Walt Disney worth $1.59M as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,391 Walt Disney shares in Q4 2022, an estimated $229K.
  • Walt Disney made up 0.4% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #62 holding.
  • YorkBridge Wealth Partners first reported a position in Walt Disney in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Walt Disney position peaked at $2.93M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.