CWA
DFS

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

Clarus 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
2019
Q2 		– Sell
-75
Closed -$5K – 599
2019
Q1 		$5K Sell
75
-304
-80% -$20.8K ﹤0.01% 570
2018
Q4 		$22K Buy
379
+2
+0.5% +$138 0.03% 387
2018
Q3 		$29K Buy
377
+3
+0.8% +$226 0.02% 378
2018
Q2 		$27K Buy
+374
New +$27.4K 0.02% 373

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarus Wealth Advisors's DFS Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2019, closing a stake of 75 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in DFS in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 851 funds tracked by Wall St. Rank hold DFS as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 75 Discover Financial Services shares in Q2 2019, an estimated $5K.
  • Clarus Wealth Advisors first reported a position in Discover Financial Services in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Discover Financial Services position peaked at $29K in Q3 2018.
  • 851 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.