Essex Investment Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Essex Investment 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	-390	Closed	-$10K	–	451
2022 Q1	$10K	Hold	390	–	–	﹤0.01%	373
2021 Q4	$9K	Hold	390	–	–	﹤0.01%	386
2021 Q3	$9K	Hold	390	–	–	﹤0.01%	399
2021 Q2	$11K	Hold	390	–	–	﹤0.01%	396
2021 Q1	$14K	Hold	390	–	–	﹤0.01%	412
2020 Q4	$10K	Hold	390	–	–	﹤0.01%	441
2020 Q3	$8K	Hold	390	–	–	﹤0.01%	445
2020 Q2	$8K	Buy	+390	New	+$7.64K	﹤0.01%	399

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 $875M AUM

BTI

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

Essex Investment Management's DISCK Position: Q2 2022 in Review

Essex Investment Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 390 shares — an estimated $10K sold.

Essex Investment Management first reported a position in DISCK in Q2 2020 and held it in 8 quarters. The position peaked at $14K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Essex Investment Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Essex Investment Management sold 390 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $10K.
Essex Investment Management first reported a position in Discovery, Inc. Series C Common Stock in Q2 2020 and held it in 8 quarters.
Essex Investment Management's Discovery, Inc. Series C Common Stock position peaked at $14K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Essex Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.