IFWM
DISCK

Institute for Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Institute for Wealth Management’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
-57,687
Closed -$1.44M – 567
2022
Q1 		$1.44M Buy
57,687
+27,643
+92% +$751K 0.23% 114
2021
Q4 		$688K Buy
30,044
+21,068
+235% +$508K 0.11% 222
2021
Q3 		$218K Buy
+8,976
New +$240K 0.04% 448
2020
Q1 		– Sell
-1,257
Closed -$38K – 700
2019
Q4 		$38K Buy
+1,257
New +$35.2K 0.01% 525

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

Institute for Wealth Management's DISCK Position: Q2 2022 in Review

Institute for Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 57,687 shares — an estimated $1.44M sold.

Institute for Wealth Management first reported a position in DISCK in Q4 2019 and held it in 4 quarters. The position peaked at $1.44M in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Institute for Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 57,687 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1.44M.
  • Institute for Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q4 2019 and held it in 4 quarters.
  • Institute for Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $1.44M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.