TIM
DISCK

Triad Investment Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Triad Investment 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
-155,496
Closed -$3.88M – 64
2022
Q1 		$3.88M Buy
155,496
+17,116
+12% +$465K 3.67% 7
2021
Q4 		$3.17M Buy
+138,380
New +$3.33M 2.88% 14
2020
Q4 		$1.56M Sell
59,602
-55
-0.1% -$1.21K 1.73% 28
2020
Q3 		$1.17M Sell
59,657
-590
-1% -$11.7K 1.66% 28
2020
Q2 		$1.16M Buy
60,247
+7,460
+14% +$146K 1.57% 29
2020
Q1 		$926K Buy
52,787
+527
+1% +$13.6K 1.61% 25
2019
Q4 		$1.59M Sell
52,260
-864
-2% -$24.2K 1.54% 30
2019
Q3 		$1.31M Hold
53,124
– – 1.42% 30
2019
Q2 		$1.51M Sell
53,124
-131
-0.2% -$3.56K 1.56% 29
2019
Q1 		$1.35M Buy
53,255
+1,191
+2% +$31.1K 1.38% 31
2018
Q4 		$1.2M Buy
+52,064
New +$1.45M 1.57% 29

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
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

Triad Investment Management's DISCK Position: Q2 2022 in Review

Triad Investment Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 155,496 shares — an estimated $3.88M sold.

Triad Investment Management first reported a position in DISCK in Q4 2018 and held it in 11 quarters. The position peaked at $3.88M in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Triad Investment Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Triad Investment Management sold 155,496 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $3.88M.
  • Triad Investment Management first reported a position in Discovery, Inc. Series C Common Stock in Q4 2018 and held it in 11 quarters.
  • Triad Investment Management's Discovery, Inc. Series C Common Stock position peaked at $3.88M in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Triad Investment Management's 13F filing for Q2 2022, filed 18 Jul 2022.