Phoenix Wealth Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-5,440	Closed	-$132K	–	373
2021 Q3	$132K	Buy	5,440 +29	+0.5%	+$775	0.1%	137
2021 Q2	$155K	Buy	5,411 +532	+11%	+$16.5K	0.11%	133
2021 Q1	$181K	Sell	4,879 -4,335	-47%	-$184K	0.14%	120
2020 Q4	$241K	Buy	+9,214	New	+$202K	0.18%	95

Other funds holding DISCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Wealth Advisors's DISCK Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q4 2021, closing a stake of 5,440 shares — an estimated $132K sold.

Phoenix Wealth Advisors first reported a position in DISCK in Q4 2020 and held it in 4 quarters. The position peaked at $241K in Q4 2020. 503 funds tracked by Wall St. Rank hold DISCK as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 5,440 Discovery, Inc. Series C Common Stock shares in Q4 2021, an estimated $132K.
Phoenix Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $241K in Q4 2020.
503 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.