CFO
DISCK

CVA Family Office’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

CVA Family Office’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
-35
Closed -$1K – 1019
2022
Q1 		$1K Sell
35
-660
-95% -$17.9K ﹤0.01% 941
2021
Q4 		$16K Buy
+695
New +$16.7K ﹤0.01% 570
2021
Q3 		– Sell
-590
Closed -$17K – 951
2021
Q2 		$17K Buy
590
+340
+136% +$10.6K ﹤0.01% 568
2021
Q1 		$9K Buy
+250
New +$10.6K ﹤0.01% 543

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

CVA Family Office's DISCK Position: Q2 2022 in Review

CVA Family Office sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 35 shares — an estimated $1K sold.

CVA Family Office first reported a position in DISCK in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • CVA Family Office reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • CVA Family Office sold 35 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1K.
  • CVA Family Office first reported a position in Discovery, Inc. Series C Common Stock in Q1 2021 and held it in 4 quarters.
  • CVA Family Office's Discovery, Inc. Series C Common Stock position peaked at $17K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on CVA Family Office's 13F filing for Q2 2022, filed 11 Jul 2022.