GAG
DFS

Goodman Advisory Group’s Discover Financial Services DFS Stock Holding History

Goodman 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
2023
Q1 		– Sell
-20
Closed -$2K – 165
2022
Q4 		$2K Hold
20
– – ﹤0.01% 127
2022
Q3 		$2K Hold
20
– – ﹤0.01% 134
2022
Q2 		$2K Buy
+20
New +$2.14K ﹤0.01% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goodman Advisory Group's DFS Position: Q1 2023 in Review

Goodman Advisory Group sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 20 shares — an estimated $2K sold.

Goodman Advisory Group first reported a position in DFS in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 954 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Goodman Advisory Group reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 20 Discover Financial Services shares in Q1 2023, an estimated $2K.
  • Goodman Advisory Group first reported a position in Discover Financial Services in Q2 2022 and held it in 3 quarters.
  • Goodman Advisory Group's Discover Financial Services position peaked at $2K in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Goodman Advisory Group's 13F filing for Q1 2023, filed 15 May 2023.