Advisory Alpha’s Discover Financial Services DFS Stock Holding History

Advisory Alpha’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
2019 Q4	–	Sell	-19	Closed	-$1.45K	–	795
2019 Q3	$1.45K	Buy	+19	New	+$1.57K	﹤0.01%	681
2019 Q2	–	Sell	-5	Closed	-$395	–	229
2019 Q1	$395	Buy	+5	New	+$342	﹤0.01%	691

Other funds holding DFS

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Alpha's DFS Position: Q4 2019 in Review

Advisory Alpha sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 19 shares — an estimated $1.45K sold.

Advisory Alpha first reported a position in DFS in Q1 2019 and held it in 2 quarters. The position peaked at $1.45K in Q3 2019. 883 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

Advisory Alpha reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 19 Discover Financial Services shares in Q4 2019, an estimated $1.45K.
Advisory Alpha first reported a position in Discover Financial Services in Q1 2019 and held it in 2 quarters.
Advisory Alpha's Discover Financial Services position peaked at $1.45K in Q3 2019.
883 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.