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

Glassman Wealth Services’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	-542	Closed	-$14K	–	2133
2022 Q1	$14K	Buy	542 +38	+8%	+$1.03K	﹤0.01%	753
2021 Q4	$12K	Buy	504 +388	+334%	+$9.35K	﹤0.01%	746
2021 Q3	$3K	Buy	116 +61	+111%	+$1.63K	﹤0.01%	1121
2021 Q2	$2K	Buy	55 +36	+189%	+$1.12K	﹤0.01%	1211
2021 Q1	$1K	Buy	19 +14	+280%	+$594	﹤0.01%	1361
2020 Q4	$0	Buy	+5	New	+$110	﹤0.01%	1578
2020 Q2	–	Sell	-6	Closed	–	–	1635
2020 Q1	$0	Sell	6 -335	-98%	-$8.65K	﹤0.01%	1702
2019 Q4	$10K	Sell	341 -39	-10%	-$1.09K	﹤0.01%	491
2019 Q3	$9K	Sell	380 -57	-13%	-$1.54K	﹤0.01%	469
2019 Q2	$12K	Sell	437 -495	-53%	-$13.4K	﹤0.01%	441
2019 Q1	$24K	Buy	+932	New	+$24.4K	0.01%	332
2018 Q2	–	Sell	-7	Closed	–	–	996
2018 Q1	$0	Buy	+7	New	+$157	﹤0.01%	973
2017 Q3	–	Sell	-17	Closed	–	–	642
2017 Q2	$0	Hold	17	–	–	﹤0.01%	691
2017 Q1	$0	Hold	17	–	–	﹤0.01%	724
2016 Q4	$0	Hold	17	–	–	﹤0.01%	738
2016 Q3	$0	Buy	+17	New	+$421	﹤0.01%	612

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

Glassman Wealth Services's DISCK Position: Q2 2022 in Review

Glassman Wealth Services sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 542 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in DISCK in Q3 2016 and held it in 16 quarters. The position peaked at $24K in Q1 2019. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Glassman Wealth Services reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 542 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $14K.
Glassman Wealth Services first reported a position in Discovery, Inc. Series C Common Stock in Q3 2016 and held it in 16 quarters.
Glassman Wealth Services's Discovery, Inc. Series C Common Stock position peaked at $24K in Q1 2019.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

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