SWA
DISCK

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

SOA 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
2022
Q2 		– Sell
-57
Closed -$1K – 1083
2022
Q1 		$1K Hold
57
– – ﹤0.01% 885
2021
Q4 		$1K Sell
57
-30
-34% -$723 ﹤0.01% 861
2021
Q3 		$2K Sell
87
-2
-2% -$53 ﹤0.01% 813
2021
Q2 		$2K Buy
89
+34
+62% +$1.06K ﹤0.01% 797
2021
Q1 		$2K Buy
55
+34
+162% +$1.44K ﹤0.01% 736
2020
Q4 		$0 Buy
+21
New +$460 ﹤0.01% 906

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
IA
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

SOA Wealth Advisors's DISCK Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 57 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in DISCK in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 57 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1K.
  • SOA Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $2K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.