Baystate Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Baystate Wealth Management’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	-40	Closed	-$1K	–	969
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	870
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	868
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	826
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	792
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	719
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	664
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	625
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	639
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	586
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	610
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	562
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	629
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	643
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	657
2018 Q3	$1K	Sell	40 -210	-84%	-$5.47K	﹤0.01%	664
2018 Q2	$6K	Buy	250 +210	+525%	+$4.68K	﹤0.01%	439
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	649
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	639
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	617
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	651
2017 Q1	$1K	Buy	+40	New	+$1.1K	﹤0.01%	615

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Baystate Wealth Management's DISCK Position: Q2 2022 in Review

Baystate Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 40 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in DISCK in Q1 2017 and held it in 21 quarters. The position peaked at $6K in Q2 2018. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Baystate Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Baystate Wealth Management sold 40 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1K.
Baystate Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q1 2017 and held it in 21 quarters.
Baystate Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $6K in Q2 2018.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.