Wipfli Financial Advisors’s Walt Disney DIS Stock Holding History

Wipfli Financial Advisors’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 Q3	$1.81M	Buy	+19,181	New	+$2.05M	0.13%	76

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wipfli Financial Advisors's DIS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Walt Disney (DIS) in Q3 2022: 19,181 shares worth $1.81M. The stake represents 0.13% of the portfolio and ranks #76 among its holdings.

2,999 funds tracked by Wall St. Rank hold DIS as of Q3 2022.

Wipfli Financial Advisors held 19,181 shares of Walt Disney worth $1.81M as of Q3 2022.
Walt Disney was a new Wipfli Financial Advisors position in Q3 2022.
Walt Disney made up 0.13% of Wipfli Financial Advisors's portfolio in Q3 2022, its #76 holding.
2,999 funds tracked by Wall St. Rank held Walt Disney as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.