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Hall Private Wealth Advisors’s Walt Disney DIS Stock Holding History

Hall Private 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
2023
Q3 		$597K Sell
7,365
-180
-2% -$15.4K 0.4% 29
2023
Q2 		$674K Hold
7,545
– – 0.36% 33
2023
Q1 		$755K Buy
7,545
+360
+5% +$36.3K 0.39% 37
2022
Q4 		$624K Sell
7,185
-250
-3% -$23.9K 0.35% 35
2022
Q3 		$701K Buy
+7,435
New +$796K 0.4% 29

Other funds holding DIS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hall Private Wealth Advisors's DIS Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Walt Disney (DIS) stake by 2.4% in Q3 2023, selling an estimated $15.4K and leaving 7,365 shares worth $597K. The position accounts for 0.4% of the portfolio, ranked #29.

Hall Private Wealth Advisors first reported a position in DIS in Q3 2022 and has held it in 5 quarters since. The position peaked at $755K in Q1 2023. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.

  • Hall Private Wealth Advisors held 7,365 shares of Walt Disney worth $597K as of Q3 2023.
  • Hall Private Wealth Advisors sold 180 Walt Disney shares in Q3 2023, an estimated $15.4K.
  • Walt Disney made up 0.4% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #29 holding.
  • Hall Private Wealth Advisors first reported a position in Walt Disney in Q3 2022 and has held it in 5 quarters since.
  • Hall Private Wealth Advisors's Walt Disney position peaked at $755K in Q1 2023.
  • 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.