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Walt Disney Company shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.6M 11k 144.40
2019-09-30 $1.4M 11k 130.49
2019-06-30 $1.8M 13k 139.69
2019-03-31 $1.3M 12k 111.26
2018-12-31 $1.7M 15k 109.49

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Citadel Advisors
Northern Trust
Susquehanna International
Bank of America Corporation
Royal Bank of Canada
Loomis, Sayles and
Legal & General Group
Amundi
Bank of New York Mellon

View all funds holding Walt Disney Company