CFFP
DISCK

Center for Financial Planning’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Center for Financial Planning’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
-120
Closed -$3K – 574
2022
Q1 		$3K Hold
120
– – ﹤0.01% 464
2021
Q4 		$3K Hold
120
– – ﹤0.01% 467
2021
Q3 		$3K Hold
120
– – ﹤0.01% 442
2021
Q2 		$3K Hold
120
– – ﹤0.01% 448
2021
Q1 		$4K Hold
120
– – ﹤0.01% 469
2020
Q4 		$3K Hold
120
– – ﹤0.01% 432
2020
Q3 		$2K Hold
120
– – ﹤0.01% 414
2020
Q2 		$2K Hold
120
– – ﹤0.01% 421
2020
Q1 		$2K Hold
120
– – ﹤0.01% 520
2019
Q4 		$4K Buy
+120
New +$3.36K ﹤0.01% 394

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 $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

Center for Financial Planning's DISCK Position: Q2 2022 in Review

Center for Financial Planning sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 120 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in DISCK in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Center for Financial Planning reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Center for Financial Planning sold 120 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Discovery, Inc. Series C Common Stock in Q4 2019 and held it in 10 quarters.
  • Center for Financial Planning's Discovery, Inc. Series C Common Stock position peaked at $4K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Center for Financial Planning's 13F filing for Q2 2022, filed 12 Aug 2022.