CCA
DFS

Childress Capital Advisors’s Discover Financial Services DFS Stock Holding History

Childress Capital 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
2021
Q4 		– Sell
-2,829
Closed -$347K – 173
2021
Q3 		$347K Buy
+2,829
New +$355K 0.14% 129
2021
Q2 		– Sell
-3,494
Closed -$331K – 165
2021
Q1 		$331K Buy
3,494
+390
+13% +$36.8K 0.15% 121
2020
Q4 		$281K Buy
+3,104
New +$232K 0.16% 75

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Childress Capital Advisors's DFS Position: Q4 2021 in Review

Childress Capital Advisors sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 2,829 shares — an estimated $347K sold.

Childress Capital Advisors first reported a position in DFS in Q4 2020 and held it in 3 quarters. The position peaked at $347K in Q3 2021. 983 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Childress Capital Advisors reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 2,829 Discover Financial Services shares in Q4 2021, an estimated $347K.
  • Childress Capital Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 3 quarters.
  • Childress Capital Advisors's Discover Financial Services position peaked at $347K in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Childress Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.