APP
DISCK

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

Avantax Planning 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
2018
Q4 		– Sell
-105
Closed -$3K – 1316
2018
Q3 		$3K Buy
+105
New +$2.73K ﹤0.01% 1297
2018
Q2 		– Sell
-163
Closed -$3K – 1643
2018
Q1 		$3K Buy
+163
New +$3.65K ﹤0.01% 1554

Other funds holding DISCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's DISCK Position: Q4 2018 in Review

Avantax Planning Partners sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q4 2018, closing a stake of 105 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in DISCK in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 510 funds tracked by Wall St. Rank hold DISCK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Discovery, Inc. Series C Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 105 Discovery, Inc. Series C Common Stock shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Discovery, Inc. Series C Common Stock in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Discovery, Inc. Series C Common Stock position peaked at $3K in Q3 2018.
  • 510 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.