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

Covestor’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	-1,714	Closed	-$43K	–	2553
2022 Q1	$43K	Buy	1,714 +1,694	+8,470%	+$46K	0.03%	848
2021 Q4	$0	Buy	+20	New	+$482	﹤0.01%	2372

Other funds holding DISCK

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return

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

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Covestor's DISCK Position: Q2 2022 in Review

Covestor sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 1,714 shares — an estimated $43K sold.

Covestor first reported a position in DISCK in Q4 2021 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Covestor reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Covestor sold 1,714 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $43K.
Covestor first reported a position in Discovery, Inc. Series C Common Stock in Q4 2021 and held it in 2 quarters.
Covestor's Discovery, Inc. Series C Common Stock position peaked at $43K in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Covestor's 13F filing for Q2 2022, filed 10 Aug 2022.