BZWA
DISCK

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

Blue Zone 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
2022
Q2 		– Sell
-89,732
Closed -$2.24M – 105
2022
Q1 		$2.24M Buy
89,732
+9,479
+12% +$257K 0.84% 45
2021
Q4 		$1.84M Buy
80,253
+1,383
+2% +$33.3K 0.61% 56
2021
Q3 		$1.91M Buy
78,870
+9,008
+13% +$241K 0.66% 57
2021
Q2 		$2.02M Buy
+69,862
New +$2.17M 0.76% 55

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

Blue Zone Wealth Advisors's DISCK Position: Q2 2022 in Review

Blue Zone Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 89,732 shares — an estimated $2.24M sold.

Blue Zone Wealth Advisors first reported a position in DISCK in Q2 2021 and held it in 4 quarters. The position peaked at $2.24M in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Blue Zone Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 89,732 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $2.24M.
  • Blue Zone Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q2 2021 and held it in 4 quarters.
  • Blue Zone Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $2.24M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.