Burleson & Co’s Discover Financial Services DFS Stock Holding History

Burleson & Co’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 Q2	–	Sell	-5	Closed	-$1K	–	447
2022 Q1	$1K	Buy	+5	New	+$588	﹤0.01%	353

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Burleson & Co's DFS Position: Q2 2022 in Review

Burleson & Co sold out of Discover Financial Services (DFS) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Burleson & Co first reported a position in DFS in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 941 funds tracked by Wall St. Rank hold DFS as of Q2 2022.

Burleson & Co reported no remaining Discover Financial Services position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 5 Discover Financial Services shares in Q2 2022, an estimated $1K.
Burleson & Co first reported a position in Discover Financial Services in Q1 2022 and held it in 1 quarter.
Burleson & Co's Discover Financial Services position peaked at $1K in Q1 2022.
941 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.