1834 Investment Advisors’s Discover Financial Services DFS Stock Holding History

1834 Investment Advisors’s Portfolio DFS Stock Details DFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$28K	–	257
2022 Q2	$28K	Buy	300 +200	+200%	+$21.4K	﹤0.01%	312
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	347
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	370
2021 Q3	$12K	Hold	100	–	–	﹤0.01%	380
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	397
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	392
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	373
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	365
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	373
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	367
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	398
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	398
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	382
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	366
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	374
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	368
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	386
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	403
2017 Q4	$8K	Buy	+100	New	+$6.88K	﹤0.01%	420

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's DFS Position: Q3 2022 in Review

1834 Investment Advisors sold out of Discover Financial Services (DFS) in Q3 2022, closing a stake of 300 shares — an estimated $28K sold.

1834 Investment Advisors first reported a position in DFS in Q4 2017 and held it in 19 quarters. The position peaked at $28K in Q2 2022. 925 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

1834 Investment Advisors reported no remaining Discover Financial Services position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 300 Discover Financial Services shares in Q3 2022, an estimated $28K.
1834 Investment Advisors first reported a position in Discover Financial Services in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Discover Financial Services position peaked at $28K in Q2 2022.
925 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.