Prestige Wealth Management Group’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Prestige Wealth Management Group’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	-14	Closed	–	–	1111
2022 Q1	$0	Buy	+14	New	+$380	﹤0.01%	1085
2021 Q4	–	Sell	-14	Closed	–	–	1085
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1073
2021 Q2	$0	Sell	14 -1,442	-99%	-$44.8K	﹤0.01%	1057
2021 Q1	$54K	Buy	1,456 +1,442	+10,300%	+$61.2K	0.01%	247
2020 Q4	$0	Sell	14 -12	-46%	-$263	﹤0.01%	1068
2020 Q3	$1K	Sell	26 -1,945	-99%	-$38.4K	﹤0.01%	864
2020 Q2	$38K	Buy	+1,971	New	+$38.6K	0.01%	258
2019 Q1	–	Sell	-48	Closed	-$1K	–	1223
2018 Q4	$1K	Buy	+48	New	+$1.34K	﹤0.01%	1179

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

Prestige Wealth Management Group's DISCK Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 14 shares.

Prestige Wealth Management Group first reported a position in DISCK in Q4 2018 and held it in 8 quarters. The position peaked at $54K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Prestige Wealth Management Group reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 14 Discovery, Inc. Series C Common Stock shares in Q2 2022.
Prestige Wealth Management Group first reported a position in Discovery, Inc. Series C Common Stock in Q4 2018 and held it in 8 quarters.
Prestige Wealth Management Group's Discovery, Inc. Series C Common Stock position peaked at $54K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.