HTG Investment Advisors’s Walt Disney DIS Stock Holding History

HTG Investment 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
2024 Q2	–	Sell	-1,684	Closed	-$206K	–	60
2024 Q1	$206K	Buy	+1,684	New	+$176K	0.12%	60

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

HTG Investment Advisors's DIS Position: Q2 2024 in Review

HTG Investment Advisors sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,684 shares — an estimated $206K sold.

HTG Investment Advisors first reported a position in DIS in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

HTG Investment Advisors reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
HTG Investment Advisors sold 1,684 Walt Disney shares in Q2 2024, an estimated $206K.
HTG Investment Advisors first reported a position in Walt Disney in Q1 2024 and held it in 1 quarter.
HTG Investment Advisors's Walt Disney position peaked at $206K in Q1 2024.
3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on HTG Investment Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.