APWM
DFS

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

Atlas Private Wealth Management’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
Q2 		– Sell
-34
Closed -$3K – 173
2021
Q1 		$3K Buy
+34
New +$3.21K ﹤0.01% 352

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atlas Private Wealth Management's DFS Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Discover Financial Services (DFS) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in DFS in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 925 funds tracked by Wall St. Rank hold DFS as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Discover Financial Services position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 34 Discover Financial Services shares in Q2 2021, an estimated $3K.
  • Atlas Private Wealth Management first reported a position in Discover Financial Services in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's Discover Financial Services position peaked at $3K in Q1 2021.
  • 925 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.