WIM
DISCK

Wittenberg Investment Management’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

Wittenberg Investment 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
-315,908
Closed -$7.89M – 90
2022
Q1 		$7.89M Sell
315,908
-39,300
-11% -$1.07M 2.97% 7
2021
Q4 		$8.13M Buy
355,208
+51,100
+17% +$1.23M 2.95% 7
2021
Q3 		$7.38M Buy
304,108
+112,800
+59% +$3.01M 2.84% 8
2021
Q2 		$5.54M Buy
+191,308
New +$5.94M 2.23% 11

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
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

Wittenberg Investment Management's DISCK Position: Q2 2022 in Review

Wittenberg Investment Management sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2022, closing a stake of 315,908 shares — an estimated $7.89M sold.

Wittenberg Investment Management first reported a position in DISCK in Q2 2021 and held it in 4 quarters. The position peaked at $8.13M in Q4 2021. 9 funds tracked by Wall St. Rank hold DISCK as of Q2 2022.

  • Wittenberg Investment Management reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2022 after selling out during the quarter.
  • Wittenberg Investment Management sold 315,908 Discovery, Inc. Series C Common Stock shares in Q2 2022, an estimated $7.89M.
  • Wittenberg Investment Management first reported a position in Discovery, Inc. Series C Common Stock in Q2 2021 and held it in 4 quarters.
  • Wittenberg Investment Management's Discovery, Inc. Series C Common Stock position peaked at $8.13M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2022.

Based on Wittenberg Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.