AWM
DFS

Accel Wealth Management’s Discover Financial Services DFS Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-91
Closed -$8.99K – 331
2023
Q1 		$8.99K Hold
91
– – ﹤0.01% 922
2022
Q4 		$8.9K Hold
91
– – ﹤0.01% 737
2022
Q3 		$9K Hold
91
– – ﹤0.01% 753
2022
Q2 		$9K Hold
91
– – 0.01% 718
2022
Q1 		$10K Hold
91
– – 0.01% 702
2021
Q4 		$11K Hold
91
– – 0.01% 691
2021
Q3 		$11K Hold
91
– – 0.01% 611
2021
Q2 		$11K Hold
91
– – 0.01% 670
2021
Q1 		$9K Hold
91
– – 0.01% 670
2020
Q4 		$8K Buy
+91
New +$6.79K 0.01% 647

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Accel Wealth Management's DFS Position: Q2 2023 in Review

Accel Wealth Management sold out of Discover Financial Services (DFS) in Q2 2023, closing a stake of 91 shares — an estimated $8.99K sold.

Accel Wealth Management first reported a position in DFS in Q4 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 972 funds tracked by Wall St. Rank hold DFS as of Q2 2023.

  • Accel Wealth Management reported no remaining Discover Financial Services position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 91 Discover Financial Services shares in Q2 2023, an estimated $8.99K.
  • Accel Wealth Management first reported a position in Discover Financial Services in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Discover Financial Services position peaked at $11K in Q4 2021.
  • 972 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.