SFS
DISCK

Sowell Financial Services’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-380
Closed -$10K – 3407
2020
Q4 		$10K Buy
380
+356
+1,483% +$7.8K ﹤0.01% 2037
2020
Q3 		$0 Sell
24
-608
-96% -$12K ﹤0.01% 2803
2020
Q2 		$12K Sell
632
-12,231
-95% -$240K ﹤0.01% 1644
2020
Q1 		$226K Buy
12,863
+7,638
+146% +$197K 0.02% 618
2019
Q4 		$159K Buy
5,225
+4,831
+1,226% +$135K 0.01% 790
2019
Q3 		$10K Buy
+394
New +$10.6K ﹤0.01% 1544

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State Street
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Hotchkis & Wiley Capital Management
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Jane Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return