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

Fortis 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	-15,075	Closed	-$376K	–	330
2022 Q1	$376K	Buy	15,075 +4,400	+41%	+$119K	0.21%	70
2021 Q4	$244K	Buy	10,675 +2,175	+26%	+$52.4K	0.14%	94
2021 Q3	$206K	Hold	8,500	–	–	0.13%	92
2021 Q2	$246K	Buy	+8,500	New	+$264K	0.14%	90
2019 Q3	–	Sell	-2,205	Closed	-$63K	–	369
2019 Q2	$63K	Hold	2,205	–	–	0.03%	213
2019 Q1	$56K	Sell	2,205 -333	-13%	-$8.7K	0.03%	209
2018 Q4	$59K	Hold	2,538	–	–	0.04%	201
2018 Q3	$75K	Hold	2,538	–	–	0.04%	176
2018 Q2	$65K	Buy	2,538 +2,205	+662%	+$49.2K	0.04%	183
2018 Q1	$7K	Hold	333	–	–	﹤0.01%	270
2017 Q4	$7K	Buy	+333	New	+$6.13K	﹤0.01%	249

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

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 $8.74B AUM 14.62% 1-Year Est. Return

Fortis Advisors's DISCK Position: Q2 2022 in Review

Fortis Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 15,075 shares — an estimated $376K sold.

Fortis Advisors first reported a position in DISCK in Q4 2017 and held it in 11 quarters. The position peaked at $376K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Fortis Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Fortis Advisors sold 15,075 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $376K.
Fortis Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2017 and held it in 11 quarters.
Fortis Advisors's Discovery, Inc. Series C Common Stock position peaked at $376K in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.