FFA
DISCK

First Foundation Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

First Foundation Advisors’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
-12,021
Closed -$300K – 472
2022
Q1 		$300K Sell
12,021
-333,533
-97% -$9.06M 0.01% 337
2021
Q4 		$7.91M Buy
345,554
+20,349
+6% +$490K 0.27% 68
2021
Q3 		$7.89M Sell
325,205
-70,262
-18% -$1.88M 0.29% 65
2021
Q2 		$11.5M Buy
+395,467
New +$12.3M 0.44% 56
2017
Q1 		– Sell
-7,500
Closed -$201K – 349
2016
Q4 		$201K Buy
+7,500
New +$198K 0.01% 290

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 $155M AUM 21.54% 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

First Foundation Advisors's DISCK Position: Q2 2022 in Review

First Foundation Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 12,021 shares — an estimated $300K sold.

First Foundation Advisors first reported a position in DISCK in Q4 2016 and held it in 5 quarters. The position peaked at $11.5M in Q2 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • First Foundation Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • First Foundation Advisors sold 12,021 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $300K.
  • First Foundation Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2016 and held it in 5 quarters.
  • First Foundation Advisors's Discovery, Inc. Series C Common Stock position peaked at $11.5M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.