EWA
DFS

Evolution Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Evolution 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
2020
Q1 		– Sell
-54
Closed -$5K – 389
2019
Q4 		$5K Buy
54
+4
+8% +$330 ﹤0.01% 393
2019
Q3 		$4K Hold
50
– – ﹤0.01% 303
2019
Q2 		$4K Buy
+50
New +$3.87K ﹤0.01% 284

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's DFS Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 54 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in DFS in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 718 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 54 Discover Financial Services shares in Q1 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Discover Financial Services in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Discover Financial Services position peaked at $5K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.