OneAscent Wealth Management’s Walt Disney DIS Stock Holding History

OneAscent 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
2021 Q1	$200K	Buy	+1,083	New	+$200K	0.09%	203

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneAscent Wealth Management's DIS Position: Q1 2021 in Review

OneAscent Wealth Management opened a new position in Walt Disney (DIS) in Q1 2021: 1,083 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings.

3,164 funds tracked by Wall St. Rank hold DIS as of Q1 2021.

OneAscent Wealth Management held 1,083 shares of Walt Disney worth $200K as of Q1 2021.
Walt Disney was a new OneAscent Wealth Management position in Q1 2021.
Walt Disney made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2021, its #203 holding.
3,164 funds tracked by Wall St. Rank held Walt Disney as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.