Steward Partners Investment Advisory’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Steward Partners Investment Advisory’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	-1,377	Closed	-$34K	–	3479
2022 Q1	$34K	Buy	1,377 +355	+35%	+$9.64K	﹤0.01%	2118
2021 Q4	$23K	Hold	1,022	–	–	﹤0.01%	2273
2021 Q3	$25K	Sell	1,022 -20	-2%	-$534	﹤0.01%	2235
2021 Q2	$30K	Sell	1,042 -93	-8%	-$2.89K	﹤0.01%	4230
2021 Q1	$41.9K	Sell	1,135 -28	-2%	-$1.19K	﹤0.01%	2075
2020 Q4	$30K	Buy	1,163 +1,028	+761%	+$22.5K	﹤0.01%	1913
2020 Q3	$3K	Hold	135	–	–	﹤0.01%	2541
2020 Q2	$3K	Hold	135	–	–	﹤0.01%	2442
2020 Q1	$2K	Hold	135	–	–	﹤0.01%	2345
2019 Q4	$4K	Hold	135	–	–	﹤0.01%	2328
2019 Q3	$3K	Hold	135	–	–	﹤0.01%	2393
2019 Q2	$3K	Buy	+135	New	+$3.66K	﹤0.01%	2395
2018 Q2	–	Sell	-134	Closed	-$2K	–	2584
2018 Q1	$2K	Buy	+134	New	+$3K	﹤0.01%	2069
2017 Q3	–	Sell	-31	Closed	–	–	1800
2017 Q2	$0	Buy	+31	New	+$818	﹤0.01%	1725
2017 Q1	–	Sell	-45	Closed	-$1K	–	1595
2016 Q4	$1K	Buy	+45	New	+$1.19K	﹤0.01%	846

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

Steward Partners Investment Advisory's DISCK Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 1,377 shares — an estimated $34K sold.

Steward Partners Investment Advisory first reported a position in DISCK in Q4 2016 and held it in 15 quarters. The position peaked at $41.9K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,377 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $34K.
Steward Partners Investment Advisory first reported a position in Discovery, Inc. Series C Common Stock in Q4 2016 and held it in 15 quarters.
Steward Partners Investment Advisory's Discovery, Inc. Series C Common Stock position peaked at $41.9K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.