AFP
DFS

Advus Financial Partners’s Discover Financial Services DFS Stock Holding History

Advus Financial Partners’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
2024
Q2 		– Sell
-1,696
Closed -$222K – 205
2024
Q1 		$222K Sell
1,696
-1,039
-38% -$119K 0.07% 187
2023
Q4 		$307K Buy
+2,735
New +$253K 0.11% 130
2023
Q3 		– Sell
-3,016
Closed -$352K – 154
2023
Q2 		$352K Buy
3,016
+384
+15% +$40.2K 0.14% 98
2023
Q1 		$260K Buy
+2,632
New +$282K 0.11% 116
2022
Q4 		– Sell
-2,699
Closed -$245K – 147
2022
Q3 		$245K Buy
+2,699
New +$273K 0.13% 106
2022
Q2 		– Sell
-1,867
Closed -$206K – 130
2022
Q1 		$206K Buy
+1,867
New +$219K 0.1% 124
2021
Q3 		$208K Buy
+1,802
New +$226K 0.11% 102

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Advus Financial Partners's DFS Position: Q2 2024 in Review

Advus Financial Partners sold out of Discover Financial Services (DFS) in Q2 2024, closing a stake of 1,696 shares — an estimated $222K sold.

Advus Financial Partners first reported a position in DFS in Q3 2021 and held it in 7 quarters. The position peaked at $352K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

  • Advus Financial Partners reported no remaining Discover Financial Services position as of Q2 2024 after selling out during the quarter.
  • Advus Financial Partners sold 1,696 Discover Financial Services shares in Q2 2024, an estimated $222K.
  • Advus Financial Partners first reported a position in Discover Financial Services in Q3 2021 and held it in 7 quarters.
  • Advus Financial Partners's Discover Financial Services position peaked at $352K in Q2 2023.
  • 1,029 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on Advus Financial Partners's 13F filing for Q2 2024, filed 25 Aug 2026.