Halpern Financial’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Halpern Financial’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	-25	Closed	-$624	–	352
2022 Q1	$624	Hold	25	–	–	﹤0.01%	215
2021 Q4	$573	Hold	25	–	–	﹤0.01%	240
2021 Q3	$607	Hold	25	–	–	﹤0.01%	247
2021 Q2	$725	Hold	25	–	–	﹤0.01%	233
2021 Q1	$922	Hold	25	–	–	﹤0.01%	234
2020 Q4	$655	Hold	25	–	–	﹤0.01%	191
2020 Q3	$490	Hold	25	–	–	﹤0.01%	192
2020 Q2	$482	Hold	25	–	–	﹤0.01%	166
2020 Q1	$439	Sell	25 -200	-89%	-$5.16K	﹤0.01%	150
2019 Q4	$6.86K	Buy	+225	New	+$6.31K	0.01%	136

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

Halpern Financial's DISCK Position: Q2 2022 in Review

Halpern Financial sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 25 shares — an estimated $624 sold.

Halpern Financial first reported a position in DISCK in Q4 2019 and held it in 10 quarters. The position peaked at $6.86K in Q4 2019. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Halpern Financial reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Halpern Financial sold 25 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $624.
Halpern Financial first reported a position in Discovery, Inc. Series C Common Stock in Q4 2019 and held it in 10 quarters.
Halpern Financial's Discovery, Inc. Series C Common Stock position peaked at $6.86K in Q4 2019.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.