WBC
DISCK

West Branch Capital’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

West Branch Capital’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
-21
Closed -$1K – 471
2022
Q1 		$1K Hold
21
– – ﹤0.01% 420
2021
Q4 		$0 Hold
21
– – ﹤0.01% 479
2021
Q3 		$1K Hold
21
– – ﹤0.01% 422
2021
Q2 		$1K Buy
+21
New +$652 ﹤0.01% 435

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

West Branch Capital's DISCK Position: Q2 2022 in Review

West Branch Capital sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

West Branch Capital first reported a position in DISCK in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • West Branch Capital reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • West Branch Capital sold 21 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $1K.
  • West Branch Capital first reported a position in Discovery, Inc. Series C Common Stock in Q2 2021 and held it in 4 quarters.
  • West Branch Capital's Discovery, Inc. Series C Common Stock position peaked at $1K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.