WIA
DISCK

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

Wealthstreet Investment 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
2021
Q2 		– Sell
-6,252
Closed -$231K – 352
2021
Q1 		$231K Buy
+6,252
New +$265K 0.02% 336
2020
Q4 		– Sell
-10,452
Closed -$205K – 359
2020
Q3 		$205K Hold
10,452
– – 0.02% 319
2020
Q2 		$201K Sell
10,452
-400
-4% -$7.83K 0.02% 310
2020
Q1 		$190K Sell
10,852
-550
-5% -$14.2K 0.03% 286
2019
Q4 		$348K Hold
11,402
– – 0.04% 268
2019
Q3 		$290K Sell
11,402
-10,000
-47% -$270K 0.04% 285
2019
Q2 		$609K Hold
21,402
– – 0.08% 198
2019
Q1 		$544K Buy
+21,402
New +$559K 0.07% 212
2018
Q4 		– Sell
-6,802
Closed -$201K – 352
2018
Q3 		$201K Buy
+6,802
New +$177K 0.02% 334

Other funds holding DISCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $77.3B AUM 36.07% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return