FourThought Financial’s Discover Financial Services DFS Stock Holding History

FourThought Financial’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
2022 Q3	$418K	Sell	4,594 -53	-1%	-$5.36K	0.06%	203
2022 Q2	$440K	Sell	4,647 -97	-2%	-$10.4K	0.06%	197
2022 Q1	$523K	Sell	4,744 -124	-3%	-$14.6K	0.07%	188
2021 Q4	$563K	Sell	4,868 -330	-6%	-$39K	0.07%	181
2021 Q3	$638K	Sell	5,198 -783	-13%	-$98.2K	0.09%	172
2021 Q2	$707K	Sell	5,981 -3,534	-37%	-$400K	0.09%	168
2021 Q1	$903K	Sell	9,515 -730	-7%	-$68.8K	0.13%	135
2020 Q4	$927K	Buy	+10,245	New	+$764K	0.15%	123

Other funds holding DFS

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

FourThought Financial's DFS Position: Q3 2022 in Review

FourThought Financial reduced its Discover Financial Services (DFS) stake by 1.1% in Q3 2022, selling an estimated $5.36K and leaving 4,594 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #203.

FourThought Financial first reported a position in DFS in Q4 2020 and has held it in 8 quarters since. The position peaked at $927K in Q4 2020. 925 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

FourThought Financial held 4,594 shares of Discover Financial Services worth $418K as of Q3 2022.
FourThought Financial sold 53 Discover Financial Services shares in Q3 2022, an estimated $5.36K.
Discover Financial Services made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #203 holding.
FourThought Financial first reported a position in Discover Financial Services in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Discover Financial Services position peaked at $927K in Q4 2020.
925 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.