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

BDO 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
2023 Q2	$67K	Buy	573 +178	+45%	+$18.7K	0.01%	387
2023 Q1	$39K	Hold	395	–	–	﹤0.01%	465
2022 Q4	$38.6K	Hold	395	–	–	﹤0.01%	455
2022 Q3	$36K	Hold	395	–	–	﹤0.01%	460
2022 Q2	$37K	Hold	395	–	–	﹤0.01%	456
2022 Q1	$44K	Hold	395	–	–	﹤0.01%	452
2021 Q4	$46K	Hold	395	–	–	﹤0.01%	458
2021 Q3	$49K	Hold	395	–	–	0.01%	448
2021 Q2	$47K	Hold	395	–	–	0.01%	472
2021 Q1	$38K	Buy	395 +357	+939%	+$33.7K	﹤0.01%	491
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	700
2020 Q3	$2K	Buy	+38	New	+$1.99K	﹤0.01%	677
2020 Q2	–	Sell	-532	Closed	-$19K	–	707
2020 Q1	$19K	Buy	532 +99	+23%	+$6.56K	﹤0.01%	456
2019 Q4	$37K	Buy	433 +311	+255%	+$25.7K	0.01%	330
2019 Q3	$10K	Hold	122	–	–	﹤0.01%	457
2019 Q2	$9K	Hold	122	–	–	﹤0.01%	450
2019 Q1	$9K	Hold	122	–	–	﹤0.01%	434
2018 Q4	$7K	Hold	122	–	–	﹤0.01%	434
2018 Q3	$9K	Hold	122	–	–	﹤0.01%	466
2018 Q2	$9K	Hold	122	–	–	﹤0.01%	468
2018 Q1	$9K	Hold	122	–	–	﹤0.01%	402
2017 Q4	$9K	Hold	122	–	–	﹤0.01%	342
2017 Q3	$8K	Hold	122	–	–	﹤0.01%	317
2017 Q2	$8K	Buy	+122	New	+$7.56K	﹤0.01%	396

Other funds holding DFS

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BDO Wealth Advisors's DFS Position: Q2 2023 in Review

BDO Wealth Advisors increased its Discover Financial Services (DFS) stake by 45% in Q2 2023, buying an estimated $18.7K and bringing the position to 573 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #387.

BDO Wealth Advisors first reported a position in DFS in Q2 2017 and has held it in 24 quarters since. 972 funds tracked by Wall St. Rank hold DFS as of Q2 2023.

BDO Wealth Advisors held 573 shares of Discover Financial Services worth $67K as of Q2 2023.
BDO Wealth Advisors bought 178 Discover Financial Services shares in Q2 2023, an estimated $18.7K.
Discover Financial Services made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #387 holding.
BDO Wealth Advisors first reported a position in Discover Financial Services in Q2 2017 and has held it in 24 quarters since.
972 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.