AP
DISCK

Advisor Partners’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Advisor Partners’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
-8,741
Closed -$218K – 916
2022
Q1 		$218K Buy
+8,741
New +$237K 0.01% 793
2021
Q4 		– Sell
-9,239
Closed -$224K – 884
2021
Q3 		$224K Buy
9,239
+1
+0% +$27 0.02% 731
2021
Q2 		$268K Sell
9,238
-236
-2% -$7.33K 0.02% 689
2021
Q1 		$349K Buy
9,474
+263
+3% +$11.2K 0.03% 588
2020
Q4 		$241K Sell
9,211
-1,259
-12% -$27.6K 0.02% 652
2020
Q3 		$205K Sell
10,470
-1,012
-9% -$20K 0.02% 622
2020
Q2 		$221K Buy
+11,482
New +$225K 0.02% 605

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 $482M AUM 34.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisor Partners's DISCK Position: Q2 2022 in Review

Advisor Partners sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 8,741 shares — an estimated $218K sold.

Advisor Partners first reported a position in DISCK in Q2 2020 and held it in 7 quarters. The position peaked at $349K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Advisor Partners reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 8,741 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $218K.
  • Advisor Partners first reported a position in Discovery, Inc. Series C Common Stock in Q2 2020 and held it in 7 quarters.
  • Advisor Partners's Discovery, Inc. Series C Common Stock position peaked at $349K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.