FP
DFS

Fiduciary Planning’s Discover Financial Services DFS Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-103
Closed -$10K – 108
2021
Q1 		$10K Hold
103
– – 0.02% 165
2020
Q4 		$9K Buy
103
+1
+1% +$75 0.01% 152
2020
Q3 		$6K Buy
+102
New +$5.34K 0.01% 129

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fiduciary Planning's DFS Position: Q2 2021 in Review

Fiduciary Planning sold out of Discover Financial Services (DFS) in Q2 2021, closing a stake of 103 shares — an estimated $10K sold.

Fiduciary Planning first reported a position in DFS in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 924 funds tracked by Wall St. Rank hold DFS as of Q2 2021.

  • Fiduciary Planning reported no remaining Discover Financial Services position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 103 Discover Financial Services shares in Q2 2021, an estimated $10K.
  • Fiduciary Planning first reported a position in Discover Financial Services in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Discover Financial Services position peaked at $10K in Q1 2021.
  • 924 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.