Centerpoint Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Centerpoint 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	-65	Closed	-$2K	–	459
2022 Q1	$2K	Hold	65	–	–	﹤0.01%	344
2021 Q4	$1K	Buy	+65	New	+$1.57K	﹤0.01%	426
2020 Q1	–	Sell	-650	Closed	-$20K	–	296
2019 Q4	$20K	Hold	650	–	–	0.01%	141
2019 Q3	$16K	Hold	650	–	–	0.01%	139
2019 Q2	$18K	Hold	650	–	–	0.01%	137
2019 Q1	$17K	Hold	650	–	–	0.01%	136
2018 Q4	$15K	Buy	+650	New	+$18.1K	0.01%	142

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

Centerpoint Advisors's DISCK Position: Q2 2022 in Review

Centerpoint Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 65 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in DISCK in Q4 2018 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Centerpoint Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Centerpoint Advisors sold 65 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $2K.
Centerpoint Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2018 and held it in 7 quarters.
Centerpoint Advisors's Discovery, Inc. Series C Common Stock position peaked at $20K in Q4 2019.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Centerpoint Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.