KOC
DISCK

Koss-Olinger Consulting’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Koss-Olinger Consulting’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
-32,568
Closed -$813K – 215
2022
Q1 		$813K Buy
32,568
+11,106
+52% +$302K 0.13% 72
2021
Q4 		$491K Buy
21,462
+6,102
+40% +$147K 0.08% 110
2021
Q3 		$373K Buy
+15,360
New +$410K 0.06% 151

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

Koss-Olinger Consulting's DISCK Position: Q2 2022 in Review

Koss-Olinger Consulting sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 32,568 shares — an estimated $813K sold.

Koss-Olinger Consulting first reported a position in DISCK in Q3 2021 and held it in 3 quarters. The position peaked at $813K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Koss-Olinger Consulting reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 32,568 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $813K.
  • Koss-Olinger Consulting first reported a position in Discovery, Inc. Series C Common Stock in Q3 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Discovery, Inc. Series C Common Stock position peaked at $813K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Koss-Olinger Consulting's 13F filing for Q2 2022, filed 8 Jul 2022.