TA
DISCK

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

Tiedemann 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
-8,589
Closed -$214K – 314
2022
Q1 		$214K Buy
+8,589
New +$233K 0.01% 265
2021
Q4 		– Sell
-8,466
Closed -$205K – 304
2021
Q3 		$205K Hold
8,466
– – 0.01% 280
2021
Q2 		$245K Sell
8,466
-148
-2% -$4.6K 0.01% 320
2021
Q1 		$317K Buy
8,614
+111
+1% +$4.71K 0.01% 266
2020
Q4 		$223K Buy
+8,503
New +$186K 0.01% 291

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 $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

Tiedemann Advisors's DISCK Position: Q2 2022 in Review

Tiedemann Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 8,589 shares — an estimated $214K sold.

Tiedemann Advisors first reported a position in DISCK in Q4 2020 and held it in 5 quarters. The position peaked at $317K in Q1 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Tiedemann Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 8,589 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $214K.
  • Tiedemann Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q4 2020 and held it in 5 quarters.
  • Tiedemann Advisors's Discovery, Inc. Series C Common Stock position peaked at $317K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.