AWS
DISCK

Atria Wealth Solutions’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Atria Wealth Solutions’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
-8,070
Closed -$202K – 1941
2022
Q1 		$202K Buy
+8,070
New +$219K ﹤0.01% 1594

Other funds holding DISCK

HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 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 $4.82B AUM 20.19% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 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 $875M AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Atria Wealth Solutions's DISCK Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 8,070 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in DISCK in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,070 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $202K.
  • Atria Wealth Solutions first reported a position in Discovery, Inc. Series C Common Stock in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Discovery, Inc. Series C Common Stock position peaked at $202K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.