GFWA
DFS

Grey Fox Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-89
Closed -$8.8K – 204
2023
Q1 		$8.8K Hold
89
– – 0.01% 317
2022
Q4 		$8.71K Buy
+89
New +$8.96K 0.01% 293

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Grey Fox Wealth Advisors's DFS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Discover Financial Services (DFS) in Q2 2023, closing a stake of 89 shares — an estimated $8.8K sold.

Grey Fox Wealth Advisors first reported a position in DFS in Q4 2022 and held it in 2 quarters. The position peaked at $8.8K in Q1 2023. 972 funds tracked by Wall St. Rank hold DFS as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Discover Financial Services position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 89 Discover Financial Services shares in Q2 2023, an estimated $8.8K.
  • Grey Fox Wealth Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Discover Financial Services position peaked at $8.8K in Q1 2023.
  • 972 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.