MGB Wealth Management’s Walt Disney DIS Stock Holding History

MGB 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
2024 Q3	–	Sell	-2,400	Closed	-$233K	–	283
2024 Q2	$233K	Buy	2,400 +400	+20%	+$43.1K	0.09%	174
2024 Q1	$245K	Buy	+2,000	New	+$209K	0.1%	169

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

Norges Bank Oslo, Norway $935B AUM

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

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

MGB Wealth Management's DIS Position: Q3 2024 in Review

MGB Wealth Management sold out of Walt Disney (DIS) in Q3 2024, closing a stake of 2,400 shares — an estimated $233K sold.

MGB Wealth Management first reported a position in DIS in Q1 2024 and held it in 2 quarters. The position peaked at $245K in Q1 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

MGB Wealth Management reported no remaining Walt Disney position as of Q3 2024 after selling out during the quarter.
MGB Wealth Management sold 2,400 Walt Disney shares in Q3 2024, an estimated $233K.
MGB Wealth Management first reported a position in Walt Disney in Q1 2024 and held it in 2 quarters.
MGB Wealth Management's Walt Disney position peaked at $245K in Q1 2024.
2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on MGB Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.