EWM
DFS

Edge Wealth Management’s Discover Financial Services DFS Stock Holding History

Edge Wealth Management’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
-32
Closed -$4K – 200
2021
Q4 		$4K Hold
32
– – ﹤0.01% 349
2021
Q3 		$4K Buy
+32
New +$4.01K ﹤0.01% 359
2018
Q4 		– Sell
-2,204
Closed -$168K – 577
2018
Q3 		$168K Hold
2,204
– – 0.04% 156
2018
Q2 		$155K Buy
+2,204
New +$162K 0.04% 160
2013
Q4 		– Sell
-229
Closed -$12K – 347
2013
Q3 		$12K Hold
229
– – 0.01% 225
2013
Q2 		$11K Buy
+229
New +$10.5K 0.01% 226

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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