WJWM
DISCK

Williams Jones Wealth Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Williams Jones Wealth 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
-20,110
Closed -$502K – 615
2022
Q1 		$502K Buy
+20,110
New +$546K 0.01% 346
2021
Q1 		– Sell
-15,264
Closed -$400K – 510
2020
Q4 		$400K Buy
+15,264
New +$334K 0.01% 320

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 $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

Williams Jones Wealth Management's DISCK Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 20,110 shares — an estimated $502K sold.

Williams Jones Wealth Management first reported a position in DISCK in Q4 2020 and held it in 2 quarters. The position peaked at $502K in Q1 2022. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Williams Jones Wealth Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 20,110 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $502K.
  • Williams Jones Wealth Management first reported a position in Discovery, Inc. Series C Common Stock in Q4 2020 and held it in 2 quarters.
  • Williams Jones Wealth Management's Discovery, Inc. Series C Common Stock position peaked at $502K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.