IWAG
DIS icon

Integer Wealth Advisors Group’s Walt Disney DIS Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$239K Buy
1,272
+6
+0.5% +$1.11K 0.13% 73
2020
Q4 		$227K Buy
+1,266
New +$182K 0.15% 72

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

Integer Wealth Advisors Group's DIS Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its Walt Disney (DIS) stake by 0.47% in Q1 2021, buying an estimated $1.11K and bringing the position to 1,272 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #73.

Integer Wealth Advisors Group first reported a position in DIS in Q4 2020 and has held it in 2 quarters since. 3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

  • Integer Wealth Advisors Group held 1,272 shares of Walt Disney worth $239K as of Q1 2021.
  • Integer Wealth Advisors Group bought 6 Walt Disney shares in Q1 2021, an estimated $1.11K.
  • Walt Disney made up 0.13% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #73 holding.
  • Integer Wealth Advisors Group first reported a position in Walt Disney in Q4 2020 and has held it in 2 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.