Sound Income Strategies’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Sound Income Strategies’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	-150	Closed	-$4K	–	977
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	650
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	692
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	621
2021 Q2	$4K	Sell	150 -12	-7%	-$373	﹤0.01%	654
2021 Q1	$5.98K	Buy	162 +12	+8%	+$509	﹤0.01%	589
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	646
2020 Q3	$3K	Hold	150	–	–	﹤0.01%	640
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	613
2020 Q1	$3K	Buy	+150	New	+$3.87K	﹤0.01%	554
2019 Q1	–	Sell	-12	Closed	–	–	824
2018 Q4	$0	Hold	12	–	–	﹤0.01%	829
2018 Q3	$0	Buy	+12	New	+$312	﹤0.01%	890

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 $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

Sound Income Strategies's DISCK Position: Q2 2022 in Review

Sound Income Strategies sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 150 shares — an estimated $4K sold.

Sound Income Strategies first reported a position in DISCK in Q3 2018 and held it in 11 quarters. The position peaked at $5.98K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Sound Income Strategies reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Sound Income Strategies sold 150 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $4K.
Sound Income Strategies first reported a position in Discovery, Inc. Series C Common Stock in Q3 2018 and held it in 11 quarters.
Sound Income Strategies's Discovery, Inc. Series C Common Stock position peaked at $5.98K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Sound Income Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.