MWM
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Midwest Wealth Management’s Walt Disney DIS Stock Holding History

Midwest 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
2022
Q1 		$2.28M Buy
16,633
+494
+3% +$71.4K 1.38% 21
2021
Q4 		$2.5M Buy
16,139
+692
+4% +$112K 1.56% 17
2021
Q3 		$2.61M Buy
15,447
+205
+1% +$36.5K 1.8% 11
2021
Q2 		$2.68M Buy
15,242
+145
+1% +$26.1K 1.91% 11
2021
Q1 		$2.79M Buy
15,097
+140
+0.9% +$25.8K 2.26% 5
2020
Q4 		$2.71M Buy
+14,957
New +$2.15M 2.48% 7

Other funds holding DIS

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Midwest Wealth Management's DIS Position: Q1 2022 in Review

Midwest Wealth Management increased its Walt Disney (DIS) stake by 3.1% in Q1 2022, buying an estimated $71.4K and bringing the position to 16,633 shares worth $2.28M. The position accounts for 1.38% of the portfolio, ranked #21.

Midwest Wealth Management first reported a position in DIS in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.79M in Q1 2021. 3,291 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

  • Midwest Wealth Management held 16,633 shares of Walt Disney worth $2.28M as of Q1 2022.
  • Midwest Wealth Management bought 494 Walt Disney shares in Q1 2022, an estimated $71.4K.
  • Walt Disney made up 1.38% of Midwest Wealth Management's portfolio in Q1 2022, its #21 holding.
  • Midwest Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's Walt Disney position peaked at $2.79M in Q1 2021.
  • 3,291 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.