EW
DISCK

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

Evoke Wealth’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
-740
Closed -$18K – 1287
2022
Q1 		$18K Buy
740
+128
+21% +$3.48K ﹤0.01% 682
2021
Q4 		$14K Hold
612
– – ﹤0.01% 740
2021
Q3 		$14K Buy
+612
New +$16.4K ﹤0.01% 698
2020
Q2 		– Sell
-158
Closed -$2.77K – 1232
2020
Q1 		$2.77K Buy
+158
New +$4.08K ﹤0.01% 746
2019
Q4 		– Sell
-174
Closed -$4.28K – 1523
2019
Q3 		$4.28K Buy
+174
New +$4.7K ﹤0.01% 1044

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 $434M AUM 29.17% 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

Evoke Wealth's DISCK Position: Q2 2022 in Review

Evoke Wealth sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 740 shares — an estimated $18K sold.

Evoke Wealth first reported a position in DISCK in Q3 2019 and held it in 5 quarters. The position peaked at $18K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Evoke Wealth reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Evoke Wealth sold 740 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $18K.
  • Evoke Wealth first reported a position in Discovery, Inc. Series C Common Stock in Q3 2019 and held it in 5 quarters.
  • Evoke Wealth's Discovery, Inc. Series C Common Stock position peaked at $18K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.