COWA LLC’s Discover Financial Services DFS Stock Holding History

COWA LLC’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 Q1	–	Sell	-32	Closed	-$3K	–	368
2020 Q4	$3K	Buy	+32	New	+$2.39K	﹤0.01%	364

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

COWA LLC's DFS Position: Q1 2021 in Review

COWA LLC sold out of Discover Financial Services (DFS) in Q1 2021, closing a stake of 32 shares — an estimated $3K sold.

COWA LLC first reported a position in DFS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 897 funds tracked by Wall St. Rank hold DFS as of Q1 2021.

COWA LLC reported no remaining Discover Financial Services position as of Q1 2021 after selling out during the quarter.
COWA LLC sold 32 Discover Financial Services shares in Q1 2021, an estimated $3K.
COWA LLC first reported a position in Discover Financial Services in Q4 2020 and held it in 1 quarter.
COWA LLC's Discover Financial Services position peaked at $3K in Q4 2020.
897 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2021.

Based on COWA LLC's 13F filing for Q1 2021, filed 5 May 2021.