Laurie J. Hall Trustee’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Laurie J. Hall Trustee’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	-400	Closed	-$10K	–	326
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	280
2021 Q4	$9K	Hold	400	–	–	﹤0.01%	281
2021 Q3	$10K	Sell	400 -240	-38%	-$6.41K	﹤0.01%	279
2021 Q2	$19K	Hold	640	–	–	0.01%	260
2021 Q1	$24K	Sell	640 -200	-24%	-$8.48K	0.01%	256
2020 Q4	$22K	Hold	840	–	–	0.01%	253
2020 Q3	$16K	Buy	+840	New	+$16.6K	0.01%	246
2019 Q4	$17K	Buy	570 +90	+19%	+$2.52K	0.01%	249
2019 Q3	$12K	Hold	480	–	–	0.01%	254
2019 Q2	$14K	Hold	480	–	–	0.01%	252
2019 Q1	$12K	Hold	480	–	–	0.01%	261
2018 Q4	$13K	Sell	480 -90	-16%	-$2.5K	0.01%	255
2018 Q3	$17K	Hold	570	–	–	0.01%	260
2018 Q2	$15K	Hold	570	–	–	0.01%	268
2018 Q1	$11K	Hold	570	–	–	0.01%	292
2017 Q4	$12K	Sell	570 -280	-33%	-$5.15K	0.01%	289
2017 Q3	$17.2K	Hold	850	–	–	0.01%	219
2017 Q2	$21.4K	Hold	850	–	–	0.01%	198
2017 Q1	$24.3K	Hold	850	–	–	0.02%	198
2016 Q4	$23K	Buy	+850	New	+$22.4K	0.01%	199
2016 Q2	$36K	Buy	1,470 +810	+123%	+$21.4K	0.02%	171
2016 Q1	$18K	Buy	+660	New	+$17.1K	0.01%	184

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 $5.54B AUM 27.43% 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

Laurie J. Hall Trustee's DISCK Position: Q2 2022 in Review

Laurie J. Hall Trustee sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 400 shares — an estimated $10K sold.

Laurie J. Hall Trustee first reported a position in DISCK in Q1 2016 and held it in 22 quarters. The position peaked at $36K in Q2 2016. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Laurie J. Hall Trustee reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Laurie J. Hall Trustee sold 400 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $10K.
Laurie J. Hall Trustee first reported a position in Discovery, Inc. Series C Common Stock in Q1 2016 and held it in 22 quarters.
Laurie J. Hall Trustee's Discovery, Inc. Series C Common Stock position peaked at $36K in Q2 2016.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2022, filed 6 Jul 2022.