Wilbanks Smith & Thomas Asset Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Wilbanks Smith & Thomas Asset 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	-21,814	Closed	-$420K	–	526
2022 Q1	$420K	Buy	+21,814	New	+$592K	0.02%	334
2019 Q1	–	Sell	-9,403	Closed	-$217K	–	425
2018 Q4	$217K	Sell	9,403 -450	-5%	-$12.5K	0.01%	318
2018 Q3	$291K	Hold	9,853	–	–	0.02%	309
2018 Q2	$251K	Buy	+9,853	New	+$220K	0.02%	299
2017 Q4	–	Sell	-11,183	Closed	-$227K	–	365
2017 Q3	$227K	Buy	11,183 +725	+7%	+$16.3K	0.02%	300
2017 Q2	$264K	Sell	10,458 -4,110	-28%	-$108K	0.02%	256
2017 Q1	$412K	Sell	14,568 -2,175	-13%	-$59.6K	0.04%	196
2016 Q4	$448K	Buy	+16,743	New	+$441K	0.04%	176
2016 Q2	–	Sell	-7,898	Closed	-$213K	–	308
2016 Q1	$213K	Buy	+7,898	New	+$205K	0.03%	262

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 $155M AUM 21.54% 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 $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

Wilbanks Smith & Thomas Asset Management's DISCK Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 21,814 shares — an estimated $420K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DISCK in Q1 2016 and held it in 9 quarters. The position peaked at $448K in Q4 2016. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 21,814 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $420K.
Wilbanks Smith & Thomas Asset Management first reported a position in Discovery, Inc. Series C Common Stock in Q1 2016 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's Discovery, Inc. Series C Common Stock position peaked at $448K in Q4 2016.
9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.