HPM
DIS icon

Hoxton Planning & Management’s Walt Disney DIS Stock Holding History

Hoxton Planning & 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
2024
Q2 		– Sell
-1,960
Closed -$240K – 163
2024
Q1 		$240K Buy
+1,960
New +$205K 0.11% 139
2023
Q2 		– Sell
-2,376
Closed -$238K – 149
2023
Q1 		$238K Buy
+2,376
New +$240K 0.13% 136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoxton Planning & Management's DIS Position: Q2 2024 in Review

Hoxton Planning & Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,960 shares — an estimated $240K sold.

Hoxton Planning & Management first reported a position in DIS in Q1 2023 and held it in 2 quarters. The position peaked at $240K in Q1 2024. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Hoxton Planning & Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,960 Walt Disney shares in Q2 2024, an estimated $240K.
  • Hoxton Planning & Management first reported a position in Walt Disney in Q1 2023 and held it in 2 quarters.
  • Hoxton Planning & Management's Walt Disney position peaked at $240K in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Hoxton Planning & Management's 13F filing for Q2 2024, filed 19 Jul 2024.