Optimum Investment Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Optimum Investment 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	-225	Closed	-$6K	–	913
2022 Q1	$6K	Hold	225	–	–	﹤0.01%	724
2021 Q4	$5K	Hold	225	–	–	﹤0.01%	739
2021 Q3	$5K	Hold	225	–	–	﹤0.01%	753
2021 Q2	$7K	Hold	225	–	–	﹤0.01%	796
2021 Q1	$8K	Hold	225	–	–	﹤0.01%	797
2020 Q4	$6K	Hold	225	–	–	﹤0.01%	775
2020 Q3	$4K	Hold	225	–	–	﹤0.01%	791
2020 Q2	$4K	Hold	225	–	–	﹤0.01%	771
2020 Q1	$4K	Hold	225	–	–	﹤0.01%	786
2019 Q4	$7K	Hold	225	–	–	﹤0.01%	823
2019 Q3	$6K	Hold	225	–	–	﹤0.01%	874
2019 Q2	$6K	Hold	225	–	–	﹤0.01%	840
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	885
2018 Q4	$5K	Hold	225	–	–	﹤0.01%	859
2018 Q3	$7K	Hold	225	–	–	﹤0.01%	896
2018 Q2	$6K	Hold	225	–	–	﹤0.01%	923
2018 Q1	$4K	Buy	+225	New	+$5.04K	﹤0.01%	929

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 $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

Optimum Investment Advisors's DISCK Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 225 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in DISCK in Q1 2018 and held it in 17 quarters. The position peaked at $8K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Optimum Investment Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 225 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $6K.
Optimum Investment Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q1 2018 and held it in 17 quarters.
Optimum Investment Advisors's Discovery, Inc. Series C Common Stock position peaked at $8K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.