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

Arkadios 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
2021 Q4	–	Sell	-105	Closed	-$2K	–	1935
2021 Q3	$2K	Sell	105 -9	-8%	-$240	﹤0.01%	1780
2021 Q2	$3K	Buy	114 +9	+9%	+$280	﹤0.01%	1840
2021 Q1	$3K	Buy	+105	New	+$4.45K	﹤0.01%	1493

Other funds holding DISCK

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's DISCK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q4 2021, closing a stake of 105 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in DISCK in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 503 funds tracked by Wall St. Rank hold DISCK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 105 Discovery, Inc. Series C Common Stock shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $3K in Q2 2021.
503 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.