Hibernia Wealth Partners’s Walt Disney DIS Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-561	Closed	-$45.5K	–	133
2023 Q3	$45.5K	Buy	+561	New	+$47.9K	0.04%	92

Other funds holding DIS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hibernia Wealth Partners's DIS Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Walt Disney (DIS) in Q4 2023, closing a stake of 561 shares — an estimated $45.5K sold.

Hibernia Wealth Partners first reported a position in DIS in Q3 2023 and held it in 1 quarter. The position peaked at $45.5K in Q3 2023. 3,000 funds tracked by Wall St. Rank hold DIS as of Q4 2023.

Hibernia Wealth Partners reported no remaining Walt Disney position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 561 Walt Disney shares in Q4 2023, an estimated $45.5K.
Hibernia Wealth Partners first reported a position in Walt Disney in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's Walt Disney position peaked at $45.5K in Q3 2023.
3,000 funds tracked by Wall St. Rank held Walt Disney as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.