GWMI
DISCK

Guardian Wealth Management (Illinois)’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Guardian Wealth Management (Illinois)’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
-55,208
Closed -$1.38M – 242
2022
Q1 		$1.38M Buy
55,208
+1,063
+2% +$28.9K 1.37% 31
2021
Q4 		$1.24M Buy
+54,145
New +$1.3M 1.19% 35

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 $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

Guardian Wealth Management (Illinois)'s DISCK Position: Q2 2022 in Review

Guardian Wealth Management (Illinois) sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 55,208 shares — an estimated $1.38M sold.

Guardian Wealth Management (Illinois) first reported a position in DISCK in Q4 2021 and held it in 2 quarters. The position peaked at $1.38M in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 55,208 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1.38M.
  • Guardian Wealth Management (Illinois) first reported a position in Discovery, Inc. Series C Common Stock in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Management (Illinois)'s Discovery, Inc. Series C Common Stock position peaked at $1.38M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2022, filed 15 Aug 2022.