GWMIA
DFS

Global Wealth Management Investment Advisory’s Discover Financial Services DFS Stock Holding History

Global Wealth Management Investment Advisory’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
-24
Closed -$2K – 631
2019
Q3 		$2K Hold
24
– – ﹤0.01% 499
2019
Q2 		$2K Sell
24
-100
-81% -$7.74K ﹤0.01% 547
2019
Q1 		$9K Buy
124
+100
+417% +$6.85K ﹤0.01% 391
2018
Q4 		$1K Buy
+24
New +$1.66K ﹤0.01% 628

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Global Wealth Management Investment Advisory's DFS Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 24 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in DFS in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 884 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 24 Discover Financial Services shares in Q4 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Discover Financial Services in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Discover Financial Services position peaked at $9K in Q1 2019.
  • 884 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.