Atlas Private Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-215	Closed	-$26K	–	289
2021 Q3	$26K	Hold	215	–	–	0.01%	308
2021 Q2	$25K	Hold	215	–	–	0.01%	323
2021 Q1	$20K	Buy	215 +200	+1,333%	+$18.9K	0.01%	377
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	702
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	619
2020 Q2	$1K	Buy	+15	New	+$660	﹤0.01%	647

Other funds holding DFS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors's DFS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 215 shares — an estimated $26K sold.

Atlas Private Wealth Advisors first reported a position in DFS in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q3 2021. 982 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 215 Discover Financial Services shares in Q4 2021, an estimated $26K.
Atlas Private Wealth Advisors first reported a position in Discover Financial Services in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Discover Financial Services position peaked at $26K in Q3 2021.
982 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.