CQS
DFS

Credential Qtrade Securities’s Discover Financial Services DFS Stock Holding History

Credential Qtrade Securities’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
Q1 		– Sell
-250
Closed -$28.9K – 367
2021
Q4 		$28.9K Hold
250
– – ﹤0.01% 297
2021
Q3 		$30.7K Buy
+250
New +$31.3K ﹤0.01% 281

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credential Qtrade Securities's DFS Position: Q1 2022 in Review

Credential Qtrade Securities sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 250 shares — an estimated $28.9K sold.

Credential Qtrade Securities first reported a position in DFS in Q3 2021 and held it in 2 quarters. The position peaked at $30.7K in Q3 2021. 950 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Credential Qtrade Securities reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
  • Credential Qtrade Securities sold 250 Discover Financial Services shares in Q1 2022, an estimated $28.9K.
  • Credential Qtrade Securities first reported a position in Discover Financial Services in Q3 2021 and held it in 2 quarters.
  • Credential Qtrade Securities's Discover Financial Services position peaked at $30.7K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Credential Qtrade Securities's 13F filing for Q1 2022, filed 21 Jul 2025.