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

Doyle 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	-14,367	Closed	-$359K	–	256
2022 Q1	$359K	Hold	14,367	–	–	0.03%	180
2021 Q4	$329K	Hold	14,367	–	–	0.02%	184
2021 Q3	$349K	Hold	14,367	–	–	0.03%	170
2021 Q2	$416K	Hold	14,367	–	–	0.03%	154
2021 Q1	$530K	Hold	14,367	–	–	0.05%	134
2020 Q4	$376K	Hold	14,367	–	–	0.04%	154
2020 Q3	$282K	Sell	14,367 -846	-6%	-$16.7K	0.03%	156
2020 Q2	$293K	Hold	15,213	–	–	0.04%	145
2020 Q1	$267K	Hold	15,213	–	–	0.04%	145
2019 Q4	$464K	Hold	15,213	–	–	0.06%	129
2019 Q3	$375K	Hold	15,213	–	–	0.05%	138
2019 Q2	$433K	Hold	15,213	–	–	0.06%	125
2019 Q1	$407K	Sell	15,213 -2,380	-14%	-$62.2K	0.06%	126
2018 Q4	$406K	Sell	17,593 -317	-2%	-$8.82K	0.07%	114
2018 Q3	$530K	Hold	17,910	–	–	0.08%	105
2018 Q2	$457K	Sell	17,910 -2,456	-12%	-$54.8K	0.08%	118
2018 Q1	$398K	Buy	20,366 +1,727	+9%	+$38.7K	0.07%	115
2017 Q4	$395K	Hold	18,639	–	–	0.07%	113
2017 Q3	$378K	Hold	18,639	–	–	0.07%	103
2017 Q2	$470K	Buy	+18,639	New	+$492K	0.09%	92

Other funds holding DISCK

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 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 $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 $914M AUM

BTI

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

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

Doyle Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 14,367 shares — an estimated $359K sold.

Doyle Wealth Management first reported a position in DISCK in Q2 2017 and held it in 20 quarters. The position peaked at $530K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Doyle Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 14,367 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $359K.
Doyle Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q2 2017 and held it in 20 quarters.
Doyle Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $530K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.