JMPWA
DISCK

JP Morgan Private Wealth Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

JP Morgan Private 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
-41,405
Closed -$1.03M – 2069
2022
Q1 		$1.03M Sell
41,405
-7,128
-15% -$194K ﹤0.01% 1209
2021
Q4 		$1.11M Sell
48,533
-20
-0% -$482 ﹤0.01% 1192
2021
Q3 		$1.18M Buy
48,553
+2,330
+5% +$62.3K ﹤0.01% 1141
2021
Q2 		$1.34M Buy
46,223
+7,792
+20% +$242K ﹤0.01% 1052
2021
Q1 		$1.42M Sell
38,431
-29,367
-43% -$1.25M ﹤0.01% 895
2020
Q4 		$1.78M Buy
67,798
+4,146
+7% +$90.8K 0.01% 783
2020
Q3 		$1.25M Buy
63,652
+5,566
+10% +$110K ﹤0.01% 802
2020
Q2 		$1.12M Sell
58,086
-11,867
-17% -$232K 0.01% 768
2020
Q1 		$1.23M Sell
69,953
-10,591
-13% -$273K 0.01% 648
2019
Q4 		$2.46M Buy
80,544
+40,330
+100% +$1.13M 0.01% 574
2019
Q3 		$990K Buy
40,214
+1,373
+4% +$37.1K 0.01% 756
2019
Q2 		$1.1M Sell
38,841
-324
-0.8% -$8.79K 0.01% 719
2019
Q1 		$996K Buy
39,165
+308
+0.8% +$8.05K 0.01% 798
2018
Q4 		$897K Sell
38,857
-5,797
-13% -$161K 0.01% 783
2018
Q3 		$1.32M Buy
44,654
+1,695
+4% +$44.1K 0.01% 739
2018
Q2 		$1.09M Sell
42,959
-2,117
-5% -$47.2K 0.01% 741
2018
Q1 		$880K Buy
45,076
+5,066
+13% +$113K 0.01% 680
2017
Q4 		$847K Sell
40,010
-5,564
-12% -$102K 0.01% 713
2017
Q3 		$923K Buy
45,574
+1,038
+2% +$23.3K 0.01% 652
2017
Q2 		$1.12M Sell
44,536
-231
-0.5% -$6.09K 0.01% 590
2017
Q1 		$1.27M Buy
44,767
+17,638
+65% +$483K 0.01% 568
2016
Q4 		$727K Sell
27,129
-3,275
-11% -$86.3K 0.01% 692
2016
Q3 		$800K Buy
30,404
+44
+0.1% +$1.09K 0.01% 643
2016
Q2 		$724K Buy
30,360
+3,808
+14% +$101K 0.01% 670
2016
Q1 		$717K Buy
26,552
+12,348
+87% +$320K 0.01% 639
2015
Q4 		$358K Buy
+14,204
New +$388K ﹤0.01% 800
2015
Q3 		– Sell
-13,506
Closed -$420K – 1164
2015
Q2 		$420K Buy
13,506
+1,561
+13% +$48.3K ﹤0.01% 735
2015
Q1 		$352K Sell
11,945
-369,347
-97% -$11.2M ﹤0.01% 832
2014
Q4 		$12.4M Sell
381,292
-2,696
-0.7% -$91.9K 0.15% 151
2014
Q3 		$14.3M Buy
+383,988
New +$15.5M 0.18% 131

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

JP Morgan Private Wealth Advisors's DISCK Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 41,405 shares — an estimated $1.03M sold.

JP Morgan Private Wealth Advisors first reported a position in DISCK in Q3 2014 and held it in 30 quarters. The position peaked at $14.3M in Q3 2014. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 41,405 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1.03M.
  • JP Morgan Private Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q3 2014 and held it in 30 quarters.
  • JP Morgan Private Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $14.3M in Q3 2014.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.