BMD
DFS

Better Money Decisions’s Discover Financial Services DFS Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-95
Closed -$9K – 147
2022
Q2 		$9K Buy
+95
New +$10.2K 0.01% 329
2021
Q4 		– Sell
-96
Closed -$12K – 189
2021
Q3 		$12K Hold
96
– – 0.01% 358
2021
Q2 		$11K Buy
96
+1
+1% +$113 0.01% 367
2021
Q1 		$9K Buy
+95
New +$8.96K 0.01% 354

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Better Money Decisions's DFS Position: Q3 2022 in Review

Better Money Decisions sold out of Discover Financial Services (DFS) in Q3 2022, closing a stake of 95 shares — an estimated $9K sold.

Better Money Decisions first reported a position in DFS in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 924 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

  • Better Money Decisions reported no remaining Discover Financial Services position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 95 Discover Financial Services shares in Q3 2022, an estimated $9K.
  • Better Money Decisions first reported a position in Discover Financial Services in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Discover Financial Services position peaked at $12K in Q3 2021.
  • 924 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.