Patriot Financial Group Insurance Agency’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Patriot Financial Group Insurance Agency’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	-4,756	Closed	-$119K	–	2238
2022 Q1	$119K	Buy	4,756 +306	+7%	+$8.31K	0.02%	538
2021 Q4	$103K	Buy	4,450 +1,279	+40%	+$30.8K	0.02%	650
2021 Q3	$77K	Buy	3,171 +2,649	+507%	+$70.8K	0.01%	732
2021 Q2	$15K	Buy	+522	New	+$16.2K	﹤0.01%	1311
2019 Q4	–	Sell	-1	Closed	–	–	1490
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1513
2019 Q2	$1K	Hold	1	–	–	﹤0.01%	1392
2019 Q1	$0	Hold	1	–	–	﹤0.01%	1340
2018 Q4	$0	Sell	1 -15	-94%	-$417	﹤0.01%	1149
2018 Q3	$1K	Buy	+16	New	+$417	﹤0.01%	968

Other funds holding DISCK

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 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

Patriot Financial Group Insurance Agency's DISCK Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 4,756 shares — an estimated $119K sold.

Patriot Financial Group Insurance Agency first reported a position in DISCK in Q3 2018 and held it in 9 quarters. The position peaked at $119K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,756 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $119K.
Patriot Financial Group Insurance Agency first reported a position in Discovery, Inc. Series C Common Stock in Q3 2018 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Discovery, Inc. Series C Common Stock position peaked at $119K in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.