HGWM
DIS icon

Horst & Graben Wealth Management’s Walt Disney DIS Stock Holding History

Horst & Graben 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
Q2 		– Sell
-1,089
Closed -$201K – 136
2021
Q1 		$201K Buy
+1,089
New +$201K 0.06% 126

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

Horst & Graben Wealth Management's DIS Position: Q2 2021 in Review

Horst & Graben Wealth Management sold out of Walt Disney (DIS) in Q2 2021, closing a stake of 1,089 shares — an estimated $201K sold.

Horst & Graben Wealth Management first reported a position in DIS in Q1 2021 and held it in 1 quarter. The position peaked at $201K in Q1 2021. 3,103 funds tracked by Wall St. Rank hold DIS as of Q2 2021.

  • Horst & Graben Wealth Management reported no remaining Walt Disney position as of Q2 2021 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 1,089 Walt Disney shares in Q2 2021, an estimated $201K.
  • Horst & Graben Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 1 quarter.
  • Horst & Graben Wealth Management's Walt Disney position peaked at $201K in Q1 2021.
  • 3,103 funds tracked by Wall St. Rank held Walt Disney as of Q2 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.