GKWIM
DFS

Gerber Kawasaki Wealth & Investment Management’s Discover Financial Services DFS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-2
Closed – – 483
2021
Q3 		$0 Buy
+2
New +$251 ﹤0.01% 1190

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 2 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFS in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 983 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 Discover Financial Services shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Discover Financial Services in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Discover Financial Services position peaked at $0 in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.