GWA
DFS

Guidant Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Guidant 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
2019
Q3 		$109K Hold
1,350
– – 0.04% 135
2019
Q2 		$105K Buy
1,350
+100
+8% +$7.74K 0.04% 140
2019
Q1 		$89K Hold
1,250
– – 0.03% 146
2018
Q4 		$73K Sell
1,250
-11
-0.9% -$759 0.03% 109
2018
Q3 		$96K Hold
1,261
– – 0.04% 62
2018
Q2 		$89K Hold
1,261
– – 0.04% 63
2018
Q1 		$87K Buy
1,261
+11
+0.9% +$849 0.04% 60
2017
Q4 		$96K Buy
+1,250
New +$86K 0.04% 58

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

Guidant Wealth Advisors's DFS Position: Q3 2019 in Review

Guidant Wealth Advisors held its Discover Financial Services (DFS) position steady in Q3 2019 at 1,350 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #135.

Guidant Wealth Advisors first reported a position in DFS in Q4 2017 and has held it in 8 quarters since. 861 funds tracked by Wall St. Rank hold DFS as of Q3 2019.

  • Guidant Wealth Advisors held 1,350 shares of Discover Financial Services worth $109K as of Q3 2019.
  • Guidant Wealth Advisors left its Discover Financial Services share count unchanged in Q3 2019.
  • Discover Financial Services made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #135 holding.
  • Guidant Wealth Advisors first reported a position in Discover Financial Services in Q4 2017 and has held it in 8 quarters since.
  • 861 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.