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

Sutton 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	-4,526	Closed	-$113K	–	1737
2022 Q1	$113K	Hold	4,526	–	–	0.04%	232
2021 Q4	$104K	Buy	4,526 +80	+2%	+$1.93K	0.03%	254
2021 Q3	$108K	Hold	4,446	–	–	0.04%	241
2021 Q2	$129K	Hold	4,446	–	–	0.05%	221
2021 Q1	$164K	Hold	4,446	–	–	0.06%	188
2020 Q4	$116K	Sell	4,446 -22	-0.5%	-$482	0.05%	210
2020 Q3	$87.6K	Buy	4,468 +22	+0.5%	+$435	0.04%	227
2020 Q2	$85.6K	Hold	4,446	–	–	0.04%	221
2020 Q1	$78K	Hold	4,446	–	–	0.05%	210
2019 Q4	$136K	Hold	4,446	–	–	0.07%	188
2019 Q3	$109K	Hold	4,446	–	–	0.06%	200
2019 Q2	$126K	Hold	4,446	–	–	0.07%	184
2019 Q1	$113K	Hold	4,446	–	–	0.07%	194
2018 Q4	$103K	Hold	4,446	–	–	0.07%	191
2018 Q3	$132K	Hold	4,446	–	–	0.09%	170
2018 Q2	$113K	Sell	4,446 -19	-0.4%	-$424	0.08%	185
2018 Q1	$87.2K	Buy	4,465 +19	+0.4%	+$425	0.06%	210
2017 Q4	$94.1K	Hold	4,446	–	–	0.07%	202
2017 Q3	$90.1K	Hold	4,446	–	–	0.07%	201
2017 Q2	$112K	Hold	4,446	–	–	0.09%	184
2017 Q1	$126K	Hold	4,446	–	–	0.11%	164
2016 Q4	$119K	Hold	4,446	–	–	0.11%	167
2016 Q3	$117K	Sell	4,446 -6	-0.1%	-$149	0.11%	166
2016 Q2	$106K	Hold	4,452	–	–	0.1%	168
2016 Q1	$120K	Buy	+4,452	New	+$115K	0.11%	156

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

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

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

Sutton Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 4,526 shares — an estimated $113K sold.

Sutton Wealth Advisors first reported a position in DISCK in Q1 2016 and held it in 25 quarters. The position peaked at $164K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Sutton Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 4,526 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $113K.
Sutton Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $164K in Q1 2021.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.