VPIM
DISCK

Vanguard Personalized Indexing Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Vanguard Personalized Indexing 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
-12,396
Closed -$310K – 1354
2022
Q1 		$310K Buy
+12,396
New +$337K 0.02% 989
2021
Q4 		– Sell
-13,664
Closed -$332K – 1128
2021
Q3 		$332K Buy
+13,664
New +$365K 0.03% 723

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 $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

Vanguard Personalized Indexing Management's DISCK Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 12,396 shares — an estimated $310K sold.

Vanguard Personalized Indexing Management first reported a position in DISCK in Q3 2021 and held it in 2 quarters. The position peaked at $332K in Q3 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Vanguard Personalized Indexing Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 12,396 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $310K.
  • Vanguard Personalized Indexing Management first reported a position in Discovery, Inc. Series C Common Stock in Q3 2021 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's Discovery, Inc. Series C Common Stock position peaked at $332K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.