Joel Isaacson & Co’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Joel Isaacson & Co’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	-12,493	Closed	-$302K	–	318
2022 Q1	$302K	Buy	+12,493	New	+$339K	0.02%	255
2014 Q3	–	Sell	-166	Closed	-$6K	–	633
2014 Q2	$6K	Hold	166	–	–	﹤0.01%	498
2014 Q1	$6K	Hold	166	–	–	﹤0.01%	494
2013 Q4	$7K	Hold	166	–	–	﹤0.01%	450
2013 Q3	$6K	Buy	+166	New	+$6.15K	﹤0.01%	438

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 $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

Joel Isaacson & Co's DISCK Position: Q2 2022 in Review

Joel Isaacson & Co sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 12,493 shares — an estimated $302K sold.

Joel Isaacson & Co first reported a position in DISCK in Q3 2013 and held it in 5 quarters. The position peaked at $302K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Joel Isaacson & Co reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Joel Isaacson & Co sold 12,493 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $302K.
Joel Isaacson & Co first reported a position in Discovery, Inc. Series C Common Stock in Q3 2013 and held it in 5 quarters.
Joel Isaacson & Co's Discovery, Inc. Series C Common Stock position peaked at $302K in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Joel Isaacson & Co's 13F filing for Q2 2022, filed 15 Jul 2022.