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

TCI 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	-72	Closed	-$2K	–	2640
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	2052
2021 Q4	$2K	Sell	72 -218	-75%	-$5.25K	﹤0.01%	2144
2021 Q3	$7K	Buy	290 +241	+492%	+$6.44K	﹤0.01%	1410
2021 Q2	$1K	Sell	49 -112	-70%	-$3.48K	﹤0.01%	2289
2021 Q1	$6K	Buy	161 +112	+229%	+$4.75K	﹤0.01%	1197
2020 Q4	$1K	Hold	49	–	–	﹤0.01%	1506
2020 Q3	$1K	Hold	49	–	–	﹤0.01%	1496
2020 Q2	$1K	Sell	49 -16	-25%	-$313	﹤0.01%	1413
2020 Q1	$1K	Buy	65 +6	+10%	+$155	﹤0.01%	1408
2019 Q4	$2K	Hold	59	–	–	﹤0.01%	1250
2019 Q3	$1K	Hold	59	–	–	﹤0.01%	1442
2019 Q2	$2K	Hold	59	–	–	﹤0.01%	1101
2019 Q1	$1K	Hold	59	–	–	﹤0.01%	1359
2018 Q4	$1K	Hold	59	–	–	﹤0.01%	1371
2018 Q3	$2K	Sell	59 -6	-9%	-$156	﹤0.01%	1113
2018 Q2	$2K	Hold	65	–	–	﹤0.01%	1188
2018 Q1	$1K	Sell	65 -114	-64%	-$2.55K	﹤0.01%	1283
2017 Q4	$4K	Hold	179	–	–	﹤0.01%	861
2017 Q3	$4K	Sell	179 -53	-23%	-$1.19K	﹤0.01%	805
2017 Q2	$6K	Hold	232	–	–	﹤0.01%	735
2017 Q1	$7K	Hold	232	–	–	﹤0.01%	667
2016 Q4	$6K	Sell	232 -18	-7%	-$475	﹤0.01%	749
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	664
2016 Q2	$6K	Hold	250	–	–	﹤0.01%	695
2016 Q1	$7K	Sell	250 -568	-69%	-$14.7K	﹤0.01%	666
2015 Q4	$21K	Buy	818 +243	+42%	+$6.64K	0.01%	432
2015 Q3	$14K	Buy	575 +2	+0.3%	+$55	0.01%	454
2015 Q2	$18K	Buy	+573	New	+$17.7K	0.01%	424
2015 Q1	–	Sell	-178	Closed	-$6K	–	981
2014 Q4	$6K	Sell	178 -364	-67%	-$12.4K	﹤0.01%	537
2014 Q3	$20K	Buy	542 +108	+25%	+$4.37K	0.01%	337
2014 Q2	$16K	Buy	434 +94	+28%	+$3.45K	0.01%	386
2014 Q1	$13K	Buy	+340	New	+$13K	0.01%	392

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

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

TCI Wealth Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 72 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in DISCK in Q1 2014 and held it in 32 quarters. The position peaked at $21K in Q4 2015. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

TCI Wealth Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
TCI Wealth Advisors sold 72 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q1 2014 and held it in 32 quarters.
TCI Wealth Advisors's Discovery, Inc. Series C Common Stock position peaked at $21K in Q4 2015.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.