AIP
DFS

Ahrens Investment Partners’s Discover Financial Services DFS Stock Holding History

Ahrens Investment 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
2023
Q1 		$99 Buy
+1
New +$107 ﹤0.01% 999
2022
Q3 		– Sell
-1
Closed – – 339
2022
Q2 		$0 Hold
1
– – ﹤0.01% 982
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1046
2021
Q4 		$0 Buy
+1
New +$118 ﹤0.01% 1035

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 $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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's DFS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Discover Financial Services (DFS) in Q1 2023: 1 share worth $99. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DFS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DFS in Q4 2021 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Ahrens Investment Partners held 1 share of Discover Financial Services worth $99 as of Q1 2023.
  • Discover Financial Services was a new Ahrens Investment Partners position in Q1 2023.
  • Discover Financial Services made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #999 holding.
  • Ahrens Investment Partners first reported a position in Discover Financial Services in Q4 2021 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.