AWA
DFS

Amplius Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-102
Closed -$11K – 345
2021
Q4 		$11K Buy
+102
New +$12.1K ﹤0.01% 583

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors's DFS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 102 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in DFS in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 102 Discover Financial Services shares in Q1 2022, an estimated $11K.
  • Amplius Wealth Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Discover Financial Services position peaked at $11K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.