AFP
DFS

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

Ausdal 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
2020
Q1 		– Sell
-3,766
Closed -$285K – 300
2019
Q4 		$285K Sell
3,766
-445
-11% -$36.7K 0.08% 255
2019
Q3 		$341K Buy
4,211
+5
+0.1% +$413 0.12% 209
2019
Q2 		$383K Buy
4,206
+19
+0.5% +$1.47K 0.15% 176
2019
Q1 		$298K Buy
4,187
+677
+19% +$46.4K 0.12% 199
2018
Q4 		$207K Sell
3,510
-1,601
-31% -$111K 0.1% 222
2018
Q3 		$391K Buy
5,111
+583
+13% +$43.9K 0.11% 226
2018
Q2 		$319K Buy
4,528
+7
+0.2% +$513 0.1% 264
2018
Q1 		$325K Buy
4,521
+467
+12% +$36.1K 0.11% 235
2017
Q4 		$312K Sell
4,054
-97
-2% -$6.67K 0.11% 241
2017
Q3 		$268K Sell
4,151
-286
-6% -$17.3K 0.11% 249
2017
Q2 		$276K Buy
4,437
+656
+17% +$40.6K 0.12% 227
2017
Q1 		$259K Sell
3,781
-211
-5% -$14.8K 0.12% 219
2016
Q4 		$288K Buy
3,992
+263
+7% +$16.7K 0.14% 185
2016
Q3 		$211K Sell
3,729
-30
-0.8% -$1.72K 0.11% 222
2016
Q2 		$201K Buy
+3,759
New +$204K 0.1% 226
2016
Q1 		– Sell
-4,790
Closed -$257K – 391
2015
Q4 		$257K Buy
+4,790
New +$266K 0.13% 175

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ausdal Financial Partners's DFS Position: Q1 2020 in Review

Ausdal Financial Partners sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 3,766 shares — an estimated $285K sold.

Ausdal Financial Partners first reported a position in DFS in Q4 2015 and held it in 16 quarters. The position peaked at $391K in Q3 2018. 718 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

  • Ausdal Financial Partners reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,766 Discover Financial Services shares in Q1 2020, an estimated $285K.
  • Ausdal Financial Partners first reported a position in Discover Financial Services in Q4 2015 and held it in 16 quarters.
  • Ausdal Financial Partners's Discover Financial Services position peaked at $391K in Q3 2018.
  • 718 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on Ausdal Financial Partners's 13F filing for Q1 2020, filed 4 May 2020.