WhitTier Trust Company’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

WhitTier Trust Company’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	-756	Closed	-$19K	–	1210
2022 Q1	$19K	Hold	756	–	–	﹤0.01%	825
2021 Q4	$17K	Hold	756	–	–	﹤0.01%	843
2021 Q3	$18K	Hold	756	–	–	﹤0.01%	858
2021 Q2	$22K	Hold	756	–	–	﹤0.01%	783
2021 Q1	$28K	Sell	756 -3,545	-82%	-$150K	﹤0.01%	733
2020 Q4	$113K	Sell	4,301 -264	-6%	-$5.78K	0.01%	495
2020 Q3	$89K	Hold	4,565	–	–	0.01%	518
2020 Q2	$88K	Hold	4,565	–	–	0.01%	499
2020 Q1	$80K	Buy	4,565 +3,545	+348%	+$91.5K	0.01%	493
2019 Q4	$31K	Hold	1,020	–	–	﹤0.01%	681
2019 Q3	$25K	Hold	1,020	–	–	﹤0.01%	703
2019 Q2	$29K	Hold	1,020	–	–	﹤0.01%	679
2019 Q1	$26K	Hold	1,020	–	–	﹤0.01%	691
2018 Q4	$24K	Hold	1,020	–	–	﹤0.01%	707
2018 Q3	$30K	Sell	1,020 -846	-45%	-$22K	﹤0.01%	685
2018 Q2	$48K	Sell	1,866 -750	-29%	-$16.7K	﹤0.01%	615
2018 Q1	$51K	Buy	2,616 +1,125	+75%	+$25.2K	﹤0.01%	607
2017 Q4	$32K	Hold	1,491	–	–	﹤0.01%	639
2017 Q3	$30K	Hold	1,491	–	–	﹤0.01%	636
2017 Q2	$38K	Sell	1,491 -450	-23%	-$11.9K	﹤0.01%	589
2017 Q1	$55K	Hold	1,941	–	–	0.01%	512
2016 Q4	$52K	Hold	1,941	–	–	0.01%	523
2016 Q3	$51K	Hold	1,941	–	–	0.01%	521
2016 Q2	$46K	Hold	1,941	–	–	0.01%	534
2016 Q1	$52K	Hold	1,941	–	–	0.01%	511
2015 Q4	$49K	Hold	1,941	–	–	0.01%	518
2015 Q3	$47K	Hold	1,941	–	–	0.01%	523
2015 Q2	$60K	Hold	1,941	–	–	0.01%	512
2015 Q1	$57K	Hold	1,941	–	–	0.01%	520
2014 Q4	$65K	Hold	1,941	–	–	0.01%	490
2014 Q3	$72K	Buy	1,941 +997	+106%	+$40.3K	0.01%	483
2014 Q2	$34K	Hold	944	–	–	﹤0.01%	613
2014 Q1	$36K	Hold	944	–	–	﹤0.01%	613
2013 Q4	$40K	Hold	944	–	–	﹤0.01%	573
2013 Q3	$37K	Buy	944 +450	+91%	+$16.7K	0.01%	555
2013 Q2	$17K	Buy	+494	New	+$17.3K	﹤0.01%	682

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

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

WhitTier Trust Company's DISCK Position: Q2 2022 in Review

WhitTier Trust Company sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 756 shares — an estimated $19K sold.

WhitTier Trust Company first reported a position in DISCK in Q2 2013 and held it in 36 quarters. The position peaked at $113K in Q4 2020. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

WhitTier Trust Company reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
WhitTier Trust Company sold 756 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $19K.
WhitTier Trust Company first reported a position in Discovery, Inc. Series C Common Stock in Q2 2013 and held it in 36 quarters.
WhitTier Trust Company's Discovery, Inc. Series C Common Stock position peaked at $113K in Q4 2020.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.