First Personal Financial Services’s Discover Financial Services DFS Stock Holding History

First Personal Financial Services’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	-9	Closed	-$1K	–	349
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	413
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	460
2019 Q2	$1K	Buy	+9	New	+$697	﹤0.01%	704
2018 Q2	–	Sell	-13	Closed	-$1K	–	726
2018 Q1	$1K	Buy	+13	New	+$1K	﹤0.01%	1005
2017 Q3	–	Sell	-190	Closed	-$12K	–	840
2017 Q2	$12K	Hold	190	–	–	﹤0.01%	674
2017 Q1	$13K	Hold	190	–	–	﹤0.01%	655
2016 Q4	$14K	Hold	190	–	–	﹤0.01%	621
2016 Q3	$11K	Sell	190 -93	-33%	-$5.33K	﹤0.01%	555
2016 Q2	$15K	Buy	+283	New	+$15.4K	0.01%	468

Other funds holding DFS

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

First Personal Financial Services's DFS Position: Q1 2020 in Review

First Personal Financial Services sold out of Discover Financial Services (DFS) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in DFS in Q2 2016 and held it in 9 quarters. The position peaked at $15K in Q2 2016. 719 funds tracked by Wall St. Rank hold DFS as of Q1 2020.

First Personal Financial Services reported no remaining Discover Financial Services position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 9 Discover Financial Services shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in Discover Financial Services in Q2 2016 and held it in 9 quarters.
First Personal Financial Services's Discover Financial Services position peaked at $15K in Q2 2016.
719 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.