IBEX Wealth Advisors’s Walt Disney DIS Stock Holding History

IBEX Wealth 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
2025 Q1	–	Sell	-5,741	Closed	-$639K	–	143
2024 Q4	$639K	Buy	+5,741	New	+$603K	0.08%	138
2024 Q3	–	Sell	-5,741	Closed	-$570K	–	125
2024 Q2	$570K	Buy	+5,741	New	+$618K	0.09%	88
2022 Q2	–	Sell	-2,337	Closed	-$321K	–	161
2022 Q1	$321K	Buy	+2,337	New	+$338K	0.06%	136
2021 Q4	–	Sell	-86	Closed	-$15K	–	245
2021 Q3	$15K	Buy	+86	New	+$15.3K	﹤0.01%	337
2020 Q1	–	Sell	-24,628	Closed	-$3.56M	–	99
2019 Q4	$3.56M	Buy	24,628 +1,126	+5%	+$157K	1.09%	34
2019 Q3	$3.06M	Buy	23,502 +12,394	+112%	+$1.71M	1.02%	37
2019 Q2	$1.55M	Buy	+11,108	New	+$1.47M	0.45%	93
2017 Q1	–	Sell	-521	Closed	-$56K	–	146
2016 Q4	$56K	Buy	+521	New	+$50.8K	0.03%	170

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's DIS Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 5,741 shares — an estimated $639K sold.

IBEX Wealth Advisors first reported a position in DIS in Q4 2016 and held it in 8 quarters. The position peaked at $3.56M in Q4 2019. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

IBEX Wealth Advisors reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 5,741 Walt Disney shares in Q1 2025, an estimated $639K.
IBEX Wealth Advisors first reported a position in Walt Disney in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's Walt Disney position peaked at $3.56M in Q4 2019.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.