Founders Capital Management (Texas)’s Discover Financial Services DFS Stock Holding History

Founders Capital Management (Texas)’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
2023 Q3	–	Sell	-106	Closed	-$12.4K	–	408
2023 Q2	$12.4K	Sell	106 -118	-53%	-$12.4K	0.01%	287
2023 Q1	$22K	Hold	224	–	–	0.02%	219
2022 Q4	$22K	Hold	224	–	–	0.02%	212
2022 Q3	$20K	Hold	224	–	–	0.02%	216
2022 Q2	$21K	Buy	224 +106	+90%	+$11.3K	0.02%	224
2022 Q1	$14K	Hold	118	–	–	0.01%	243
2021 Q4	$14K	Hold	118	–	–	0.01%	243
2021 Q3	$14K	Hold	118	–	–	0.01%	248
2021 Q2	$14K	Hold	118	–	–	0.01%	237
2021 Q1	$11K	Hold	118	–	–	0.01%	238
2020 Q4	$11K	Buy	+118	New	+$8.8K	0.01%	239
2020 Q1	$4K	Hold	118	–	–	﹤0.01%	275
2019 Q4	$10K	Hold	118	–	–	0.01%	249
2019 Q3	$10K	Hold	118	–	–	0.01%	250
2019 Q2	$9K	Hold	118	–	–	0.01%	263
2019 Q1	$8K	Hold	118	–	–	0.01%	267
2018 Q4	$7K	Hold	118	–	–	0.01%	262
2018 Q3	$9K	Hold	118	–	–	0.01%	248
2018 Q2	$8K	Hold	118	–	–	0.01%	259
2018 Q1	$8K	Hold	118	–	–	0.01%	298
2017 Q4	$9K	Hold	118	–	–	0.01%	284
2017 Q3	$8K	Hold	118	–	–	0.01%	291
2017 Q2	$7K	Hold	118	–	–	0.01%	305
2017 Q1	$8K	Buy	+118	New	+$8.28K	0.01%	311

Other funds holding DFS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Founders Capital Management (Texas)'s DFS Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 106 shares — an estimated $12.4K sold.

Founders Capital Management (Texas) first reported a position in DFS in Q1 2017 and held it in 24 quarters. The position peaked at $22K in Q1 2023. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

Founders Capital Management (Texas) reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 106 Discover Financial Services shares in Q3 2023, an estimated $12.4K.
Founders Capital Management (Texas) first reported a position in Discover Financial Services in Q1 2017 and held it in 24 quarters.
Founders Capital Management (Texas)'s Discover Financial Services position peaked at $22K in Q1 2023.
906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.