Avantax Planning Partners’s Discover Financial Services DFS Stock Holding History

Avantax Planning 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
2022 Q1	–	Sell	-1,981	Closed	-$229K	–	363
2021 Q4	$229K	Buy	1,981 +63	+3%	+$7.45K	0.01%	315
2021 Q3	$236K	Buy	1,918 +3	+0.2%	+$376	0.01%	290
2021 Q2	$227K	Buy	+1,915	New	+$217K	0.01%	293
2020 Q1	–	Sell	-2,472	Closed	-$210K	–	280
2019 Q4	$210K	Sell	2,472 -53	-2%	-$4.37K	0.01%	287
2019 Q3	$205K	Buy	+2,525	New	+$209K	0.01%	292
2018 Q4	–	Sell	-2,027	Closed	-$155K	–	494
2018 Q3	$155K	Buy	+2,027	New	+$153K	0.01%	269
2018 Q2	–	Sell	-1,756	Closed	-$126K	–	523
2018 Q1	$126K	Buy	+1,756	New	+$136K	0.01%	367

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's DFS Position: Q1 2022 in Review

Avantax Planning Partners sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 1,981 shares — an estimated $229K sold.

Avantax Planning Partners first reported a position in DFS in Q1 2018 and held it in 7 quarters. The position peaked at $236K in Q3 2021. 950 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

Avantax Planning Partners reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
Avantax Planning Partners sold 1,981 Discover Financial Services shares in Q1 2022, an estimated $229K.
Avantax Planning Partners first reported a position in Discover Financial Services in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's Discover Financial Services position peaked at $236K in Q3 2021.
950 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.