CMANY
DFS

Capital Management Associates (New York)’s Discover Financial Services DFS Stock Holding History

Capital Management Associates (New York)’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
Q1 		– Sell
-1,570
Closed -$154K – 93
2022
Q4 		$154K Buy
+1,570
New +$158K 0.23% 58

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Capital Management Associates (New York)'s DFS Position: Q1 2023 in Review

Capital Management Associates (New York) sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 1,570 shares — an estimated $154K sold.

Capital Management Associates (New York) first reported a position in DFS in Q4 2022 and held it in 1 quarter. The position peaked at $154K in Q4 2022. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Capital Management Associates (New York) reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
  • Capital Management Associates (New York) sold 1,570 Discover Financial Services shares in Q1 2023, an estimated $154K.
  • Capital Management Associates (New York) first reported a position in Discover Financial Services in Q4 2022 and held it in 1 quarter.
  • Capital Management Associates (New York)'s Discover Financial Services position peaked at $154K in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2023, filed 11 May 2023.