JWA
DISCK

JFS Wealth Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

JFS Wealth Advisors’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
-154
Closed -$4K – 2011
2022
Q1 		$4K Buy
154
+93
+152% +$2.52K ﹤0.01% 1195
2021
Q4 		$1K Buy
+61
New +$1.47K ﹤0.01% 1678
2017
Q2 		– Sell
-10
Closed – – 459
2017
Q1 		$0 Hold
10
– – ﹤0.01% 446
2016
Q4 		$0 Buy
+10
New +$264 ﹤0.01% 496
2015
Q3 		– Sell
-120
Closed -$4K – 586
2015
Q2 		$4K Hold
120
– – ﹤0.01% 427
2015
Q1 		$4K Hold
120
– – ﹤0.01% 432
2014
Q4 		$4K Hold
120
– – ﹤0.01% 452
2014
Q3 		$4K Buy
120
+40
+50% +$1.62K ﹤0.01% 400
2014
Q2 		$3K Buy
+80
New +$2.93K ﹤0.01% 415

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 $4.82B AUM 20.19% 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

JFS Wealth Advisors's DISCK Position: Q2 2022 in Review

JFS Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 154 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in DISCK in Q2 2014 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • JFS Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 154 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $4K.
  • JFS Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q2 2014 and held it in 9 quarters.
  • JFS Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $4K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.