DHGWA
DFS

Dixon Hughes Goodman Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$218K Hold
1,978
– – 0.06% 161
2021
Q4 		$229K Buy
+1,978
New +$234K 0.07% 137

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 $113B AUM 38.87% 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 $609B AUM 40.19% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DFS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Discover Financial Services (DFS) position steady in Q1 2022 at 1,978 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #161.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFS in Q4 2021 and has held it in 2 quarters since. The position peaked at $229K in Q4 2021. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,978 shares of Discover Financial Services worth $218K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Discover Financial Services share count unchanged in Q1 2022.
  • Discover Financial Services made up 0.06% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #161 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Discover Financial Services in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Discover Financial Services position peaked at $229K in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.