HFA
DIS icon

Hoover Financial Advisors’s Walt Disney DIS Stock Holding History

Hoover Financial Advisors’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
Q2 		$317K Buy
1,804
+423
+31% +$76.1K 0.06% 95
2021
Q1 		$251K Buy
1,381
+37
+3% +$6.82K 0.05% 103
2020
Q4 		$233K Buy
+1,344
New +$193K 0.06% 97
2020
Q3 		– Sell
-1,265
Closed -$141K – 266
2020
Q2 		$141K Buy
+1,265
New +$140K 0.05% 115
2020
Q1 		– Sell
-1,587
Closed -$230K – 88
2019
Q4 		$230K Buy
1,587
+25
+2% +$3.49K 0.11% 79
2019
Q3 		$204K Sell
1,562
-50
-3% -$6.91K 0.18% 55
2019
Q2 		$225K Buy
+1,612
New +$214K 0.21% 51

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

Hoover Financial Advisors's DIS Position: Q2 2021 in Review

Hoover Financial Advisors increased its Walt Disney (DIS) stake by 31% in Q2 2021, buying an estimated $76.1K and bringing the position to 1,804 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #95.

Hoover Financial Advisors first reported a position in DIS in Q2 2019 and has held it in 7 quarters since. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Hoover Financial Advisors held 1,804 shares of Walt Disney worth $317K as of Q2 2021.
  • Hoover Financial Advisors bought 423 Walt Disney shares in Q2 2021, an estimated $76.1K.
  • Walt Disney made up 0.06% of Hoover Financial Advisors's portfolio in Q2 2021, its #95 holding.
  • Hoover Financial Advisors first reported a position in Walt Disney in Q2 2019 and has held it in 7 quarters since.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.