AWA
DISCK

Aaron Wealth Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Aaron Wealth Advisors’s Portfolio DISCK Stock Details DISCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-559
Closed -$14K – 930
2022
Q1 		$14K Buy
+559
New +$15.2K ﹤0.01% 725

Other funds holding DISCK

HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Aaron Wealth Advisors's DISCK Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 559 shares — an estimated $14K sold.

Aaron Wealth Advisors first reported a position in DISCK in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 559 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $14K.
  • Aaron Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $14K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.