DOA
DFS

D'Orazio & Associates’s Discover Financial Services DFS Stock Holding History

D'Orazio & Associates’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
-18
Closed -$2K – 258
2021
Q3 		$2K Buy
+18
New +$2.26K ﹤0.01% 688
2021
Q1 		– Sell
-8
Closed -$1K – 388
2020
Q4 		$1K Buy
+8
New +$597 ﹤0.01% 327

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

D'Orazio & Associates's DFS Position: Q4 2021 in Review

D'Orazio & Associates sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in DFS in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 983 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • D'Orazio & Associates reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 18 Discover Financial Services shares in Q4 2021, an estimated $2K.
  • D'Orazio & Associates first reported a position in Discover Financial Services in Q4 2020 and held it in 2 quarters.
  • D'Orazio & Associates's Discover Financial Services position peaked at $2K in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.