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HFG Wealth Management’s Walt Disney DIS Stock Holding History

HFG 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
2023
Q1 		$238K Buy
+2,376
New +$240K 0.05% 73

Other funds holding DIS

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFG Wealth Management's DIS Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Walt Disney (DIS) in Q1 2023: 2,376 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #73 among its holdings.

3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2023.

  • HFG Wealth Management held 2,376 shares of Walt Disney worth $238K as of Q1 2023.
  • Walt Disney was a new HFG Wealth Management position in Q1 2023.
  • Walt Disney made up 0.05% of HFG Wealth Management's portfolio in Q1 2023, its #73 holding.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.