CCG Wealth Management’s Walt Disney DIS Stock Holding History

CCG Wealth Management’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 Q1	–	Sell	-1,284	Closed	-$233K	–	80
2020 Q4	$233K	Buy	+1,284	New	+$184K	0.25%	64

Other funds holding DIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCG Wealth Management's DIS Position: Q1 2021 in Review

CCG Wealth Management sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 1,284 shares — an estimated $233K sold.

CCG Wealth Management first reported a position in DIS in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

CCG Wealth Management reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
CCG Wealth Management sold 1,284 Walt Disney shares in Q1 2021, an estimated $233K.
CCG Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 1 quarter.
CCG Wealth Management's Walt Disney position peaked at $233K in Q4 2020.
3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on CCG Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.