SWM
DISCK

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

Spire Wealth Management’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
-8,499
Closed -$212K – 2889
2022
Q1 		$212K Sell
8,499
-4,540
-35% -$123K 0.01% 870
2021
Q4 		$299K Buy
13,039
+4,604
+55% +$111K 0.01% 903
2021
Q3 		$205K Buy
8,435
+96
+1% +$2.56K 0.01% 910
2021
Q2 		$242K Sell
8,339
-335
-4% -$10.4K 0.01% 865
2021
Q1 		$320K Buy
+8,674
New +$368K 0.01% 828

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 $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

Spire Wealth Management's DISCK Position: Q2 2022 in Review

Spire Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 8,499 shares — an estimated $212K sold.

Spire Wealth Management first reported a position in DISCK in Q1 2021 and held it in 5 quarters. The position peaked at $320K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Spire Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 8,499 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $212K.
  • Spire Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $320K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.