CWP
DISCK

Concord Wealth Partners’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Concord Wealth 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
2022
Q2 		– Sell
-3,454
Closed -$86K – 1432
2022
Q1 		$86K Sell
3,454
-38
-1% -$1.03K 0.02% 321
2021
Q4 		$80K Buy
3,492
+213
+6% +$5.13K 0.02% 346
2021
Q3 		$80K Buy
3,279
+628
+24% +$16.8K 0.03% 158
2021
Q2 		$77K Buy
2,651
+2,589
+4,176% +$80.4K 0.02% 280
2021
Q1 		$2K Buy
+62
New +$2.63K ﹤0.01% 868

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 $508M AUM 50.99% 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 $9.54B AUM 19.86% 1-Year Est. Return

Concord Wealth Partners's DISCK Position: Q2 2022 in Review

Concord Wealth Partners sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 3,454 shares — an estimated $86K sold.

Concord Wealth Partners first reported a position in DISCK in Q1 2021 and held it in 5 quarters. The position peaked at $86K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Concord Wealth Partners reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 3,454 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $86K.
  • Concord Wealth Partners first reported a position in Discovery, Inc. Series C Common Stock in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Discovery, Inc. Series C Common Stock position peaked at $86K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.