Castle Financial & Retirement Planning Associates’s Walt Disney DIS Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$281K	Buy	+1,973	New	+$319K	0.95%	18

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's DIS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Walt Disney (DIS) in Q4 2021: 1,973 shares worth $281K. The stake represents 0.95% of the portfolio and ranks #18 among its holdings.

3,367 funds tracked by Wall St. Rank hold DIS as of Q4 2021.

Castle Financial & Retirement Planning Associates held 1,973 shares of Walt Disney worth $281K as of Q4 2021.
Walt Disney was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Walt Disney made up 0.95% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #18 holding.
3,367 funds tracked by Wall St. Rank held Walt Disney as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.