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Dixon Hughes Goodman Wealth Advisors’s Walt Disney DIS Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$503K Buy
3,666
+261
+8% +$37.7K 0.14% 98
2021
Q4 		$527K Buy
+3,405
New +$550K 0.17% 80

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Dixon Hughes Goodman Wealth Advisors's DIS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Walt Disney (DIS) stake by 7.7% in Q1 2022, buying an estimated $37.7K and bringing the position to 3,666 shares worth $503K. The position accounts for 0.14% of the portfolio, ranked #98.

Dixon Hughes Goodman Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 2 quarters since. The position peaked at $527K in Q4 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 3,666 shares of Walt Disney worth $503K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 261 Walt Disney shares in Q1 2022, an estimated $37.7K.
  • Walt Disney made up 0.14% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #98 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Walt Disney position peaked at $527K in Q4 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.