Schubert & Co’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Schubert & Co’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	-46	Closed	-$1K	–	1667
2022 Q1	$1K	Buy	46 +13	+39%	+$353	﹤0.01%	1039
2021 Q4	$1K	Buy	+33	New	+$795	﹤0.01%	975

Other funds holding DISCK

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return

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

Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Schubert & Co's DISCK Position: Q2 2022 in Review

Schubert & Co sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 46 shares — an estimated $1K sold.

Schubert & Co first reported a position in DISCK in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Schubert & Co reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Schubert & Co sold 46 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1K.
Schubert & Co first reported a position in Discovery, Inc. Series C Common Stock in Q4 2021 and held it in 2 quarters.
Schubert & Co's Discovery, Inc. Series C Common Stock position peaked at $1K in Q1 2022.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Schubert & Co's 13F filing for Q2 2022, filed 1 Aug 2022.