GWAG
DFS

Garrett Wealth Advisory Group’s Discover Financial Services DFS Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-68
Closed -$5.51K – 191
2019
Q3 		$5.51K Buy
+68
New +$5.62K ﹤0.01% 355

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Garrett Wealth Advisory Group's DFS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 68 shares — an estimated $5.51K sold.

Garrett Wealth Advisory Group first reported a position in DFS in Q3 2019 and held it in 1 quarter. The position peaked at $5.51K in Q3 2019. 883 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 68 Discover Financial Services shares in Q4 2019, an estimated $5.51K.
  • Garrett Wealth Advisory Group first reported a position in Discover Financial Services in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Discover Financial Services position peaked at $5.51K in Q3 2019.
  • 883 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.