GoalVest Advisory’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

GoalVest Advisory’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	-10	Closed	–	–	569
2022 Q1	$0	Buy	+10	New	+$272	﹤0.01%	520

Other funds holding DISCK

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return

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

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

GoalVest Advisory's DISCK Position: Q2 2022 in Review

GoalVest Advisory sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 10 shares.

GoalVest Advisory first reported a position in DISCK in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

GoalVest Advisory reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 10 Discovery, Inc. Series C Common Stock shares in Q2 2022.
GoalVest Advisory first reported a position in Discovery, Inc. Series C Common Stock in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Discovery, Inc. Series C Common Stock position peaked at $0 in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.