Heritage Wealth Management (Arizona)’s Walt Disney DIS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$94.9K	Buy	1,092 +411	+60%	+$39.3K	0.01%	419
2022 Q3	$64K	Sell	681 -159	-19%	-$17K	0.02%	372
2022 Q2	$79.3K	Sell	840 -211	-20%	-$23.4K	0.03%	358
2022 Q1	$144K	Buy	+1,051	New	+$152K	0.04%	325
2021 Q3	$177K	Sell	1,046 -174	-14%	-$31K	0.06%	235
2021 Q2	$214K	Buy	+1,220	New	+$219K	0.08%	213

Other funds holding DIS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Heritage Wealth Management (Arizona)'s DIS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Walt Disney (DIS) stake by 60% in Q4 2022, buying an estimated $39.3K and bringing the position to 1,092 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #419.

Heritage Wealth Management (Arizona) first reported a position in DIS in Q2 2021 and has held it in 6 quarters since. The position peaked at $214K in Q2 2021. 2,990 funds tracked by Wall St. Rank hold DIS as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,092 shares of Walt Disney worth $94.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 411 Walt Disney shares in Q4 2022, an estimated $39.3K.
Walt Disney made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #419 holding.
Heritage Wealth Management (Arizona) first reported a position in Walt Disney in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Walt Disney position peaked at $214K in Q2 2021.
2,990 funds tracked by Wall St. Rank held Walt Disney as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.