Financial Gravity Asset Management’s Discover Financial Services DFS Stock Holding History

Financial Gravity Asset 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
2021 Q3	$123K	Buy	+3	New	+$376	0.06%	295
2019 Q4	–	Sell	-2	Closed	-$165	–	391
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1262
2019 Q2	$0	Sell	2 -1	-33%	-$77	﹤0.01%	1313
2019 Q1	$0	Buy	+3	New	+$205	﹤0.01%	1356
2018 Q3	$30K	Buy	447 +434	+3,338%	+$32.7K	0.03%	422
2018 Q2	$1K	Sell	13 -462	-97%	-$33.9K	﹤0.01%	1133
2018 Q1	$33K	Buy	+475	New	+$36.7K	0.03%	440

Other funds holding DFS

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's DFS Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Discover Financial Services (DFS) in Q3 2021: 3 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #295 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DFS as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in DFS in Q1 2018 and has held it in 7 quarters since. 943 funds tracked by Wall St. Rank hold DFS as of Q3 2021.

Financial Gravity Asset Management held 3 shares of Discover Financial Services worth $123K as of Q3 2021.
Discover Financial Services was a new Financial Gravity Asset Management position in Q3 2021.
Discover Financial Services made up 0.06% of Financial Gravity Asset Management's portfolio in Q3 2021, its #295 holding.
Financial Gravity Asset Management first reported a position in Discover Financial Services in Q1 2018 and has held it in 7 quarters since.
943 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.