CWM
DISCK

Cranbrook Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Cranbrook Wealth Management’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
-6
Closed – – 363
2022
Q1 		$0 Hold
6
– – ﹤0.01% 383
2021
Q4 		$0 Hold
6
– – ﹤0.01% 438
2021
Q3 		$0 Hold
6
– – ﹤0.01% 438
2021
Q2 		$0 Hold
6
– – ﹤0.01% 401
2021
Q1 		$0 Hold
6
– – ﹤0.01% 427
2020
Q4 		$0 Hold
6
– – ﹤0.01% 337
2020
Q3 		$0 Hold
6
– – ﹤0.01% 285
2020
Q2 		$0 Hold
6
– – ﹤0.01% 288
2020
Q1 		$0 Hold
6
– – ﹤0.01% 284
2019
Q4 		$0 Hold
6
– – ﹤0.01% 296
2019
Q3 		$0 Hold
6
– – ﹤0.01% 288
2019
Q2 		$0 Hold
6
– – ﹤0.01% 265
2019
Q1 		$0 Hold
6
– – ﹤0.01% 268
2018
Q4 		$0 Hold
6
– – ﹤0.01% 265
2018
Q3 		$0 Hold
6
– – ﹤0.01% 251
2018
Q2 		$0 Hold
6
– – ﹤0.01% 242
2018
Q1 		$0 Hold
6
– – ﹤0.01% 238
2017
Q4 		$0 Hold
6
– – ﹤0.01% 239
2017
Q3 		$0 Hold
6
– – ﹤0.01% 247
2017
Q2 		$0 Hold
6
– – ﹤0.01% 245
2017
Q1 		$0 Hold
6
– – ﹤0.01% 233
2016
Q4 		$0 Hold
6
– – ﹤0.01% 234
2016
Q3 		$0 Hold
6
– – ﹤0.01% 222
2016
Q2 		$0 Hold
6
– – ﹤0.01% 222
2016
Q1 		$0 Hold
6
– – ﹤0.01% 222
2015
Q4 		$0 Hold
6
– – ﹤0.01% 223
2015
Q3 		$0 Hold
6
– – ﹤0.01% 224
2015
Q2 		$0 Hold
6
– – ﹤0.01% 227
2015
Q1 		$0 Hold
6
– – ﹤0.01% 229
2014
Q4 		$0 Buy
+6
New +$204 ﹤0.01% 226
2014
Q1 		– Sell
-4
Closed – – 239
2013
Q4 		$0 Buy
+4
New +$157 ﹤0.01% 252

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

Cranbrook Wealth Management's DISCK Position: Q2 2022 in Review

Cranbrook Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 6 shares.

Cranbrook Wealth Management first reported a position in DISCK in Q4 2013 and held it in 31 quarters. The position peaked at $0 in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Cranbrook Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 6 Discovery, Inc. Series C Common Stock shares in Q2 2022.
  • Cranbrook Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q4 2013 and held it in 31 quarters.
  • Cranbrook Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $0 in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Cranbrook Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.