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Von Berge Wealth Management Group’s Walt Disney DIS Stock Holding History

Von Berge Wealth Management 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
2023
Q2 		– Sell
-2,103
Closed -$210K – 63
2023
Q1 		$210K Buy
+2,103
New +$212K 0.19% 62

Other funds holding DIS

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Von Berge Wealth Management Group's DIS Position: Q2 2023 in Review

Von Berge Wealth Management Group sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,103 shares — an estimated $210K sold.

Von Berge Wealth Management Group first reported a position in DIS in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

  • Von Berge Wealth Management Group reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 2,103 Walt Disney shares in Q2 2023, an estimated $210K.
  • Von Berge Wealth Management Group first reported a position in Walt Disney in Q1 2023 and held it in 1 quarter.
  • Von Berge Wealth Management Group's Walt Disney position peaked at $210K in Q1 2023.
  • 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2023, filed 20 Jul 2023.