WIM
DISCK

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

WealthPlan 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
Q1 		$186K Buy
+10,232
New +$278K 0.01% 369

Other funds holding DISCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

WealthPlan Investment Management's DISCK Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Discovery, Inc. Series C Common Stock (DISCK) in Q1 2022: 10,232 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings.

505 funds tracked by Wall St. Rank hold DISCK as of Q1 2022.

  • WealthPlan Investment Management held 10,232 shares of Discovery, Inc. Series C Common Stock worth $186K as of Q1 2022.
  • Discovery, Inc. Series C Common Stock was a new WealthPlan Investment Management position in Q1 2022.
  • Discovery, Inc. Series C Common Stock made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2022, its #369 holding.
  • 505 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.