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Hapanowicz & Associates Financial Services’s Walt Disney DIS Stock Holding History

Hapanowicz & Associates Financial Services’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 		– Sell
-1,494
Closed -$232K – 28
2021
Q4 		$232K Hold
1,494
– – 0.1% 27
2021
Q3 		$253K Hold
1,494
– – 0.11% 25
2021
Q2 		$263K Hold
1,494
– – 0.12% 25
2021
Q1 		$276K Sell
1,494
-732
-33% -$135K 0.13% 22
2020
Q4 		$403K Hold
2,226
– – 0.21% 18
2020
Q3 		$275K Buy
+2,226
New +$278K 0.16% 24

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

Hapanowicz & Associates Financial Services's DIS Position: Q1 2022 in Review

Hapanowicz & Associates Financial Services sold out of Walt Disney (DIS) in Q1 2022, closing a stake of 1,494 shares — an estimated $232K sold.

Hapanowicz & Associates Financial Services first reported a position in DIS in Q3 2020 and held it in 6 quarters. The position peaked at $403K in Q4 2020. 3,292 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Hapanowicz & Associates Financial Services reported no remaining Walt Disney position as of Q1 2022 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 1,494 Walt Disney shares in Q1 2022, an estimated $232K.
  • Hapanowicz & Associates Financial Services first reported a position in Walt Disney in Q3 2020 and held it in 6 quarters.
  • Hapanowicz & Associates Financial Services's Walt Disney position peaked at $403K in Q4 2020.
  • 3,292 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.