HGWM
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Harvest Group Wealth Management’s Walt Disney DIS Stock Holding History

Harvest Group 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
-642
Closed -$116K – 203
2020
Q4 		$116K Buy
642
+1
+0.2% +$144 0.07% 59
2020
Q3 		$80K Hold
641
– – 0.06% 68
2020
Q2 		$71K Sell
641
-327
-34% -$36.1K 0.06% 66
2020
Q1 		$93K Hold
968
– – 0.09% 57
2019
Q4 		$140K Sell
968
-4
-0.4% -$558 0.12% 45
2019
Q3 		$127K Sell
972
-158
-14% -$21.8K 0.16% 44
2019
Q2 		$157K Sell
1,130
-657
-37% -$87.1K 0.2% 31
2019
Q1 		$198K Buy
+1,787
New +$200K 0.18% 35
2018
Q1 		– Sell
-1,946
Closed -$209K – 44
2017
Q4 		$209K Buy
+1,946
New +$200K 0.13% 44

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harvest Group Wealth Management's DIS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Walt Disney (DIS) in Q1 2021, closing a stake of 642 shares — an estimated $116K sold.

Harvest Group Wealth Management first reported a position in DIS in Q4 2017 and held it in 9 quarters. The position peaked at $209K in Q4 2017. 3,163 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Walt Disney position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 642 Walt Disney shares in Q1 2021, an estimated $116K.
  • Harvest Group Wealth Management first reported a position in Walt Disney in Q4 2017 and held it in 9 quarters.
  • Harvest Group Wealth Management's Walt Disney position peaked at $209K in Q4 2017.
  • 3,163 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

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