HFG Advisors’s Discover Financial Services DFS Stock Holding History

HFG 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
2024 Q2	–	Sell	-1,527	Closed	-$200K	–	98
2024 Q1	$200K	Buy	+1,527	New	+$175K	0.18%	104

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

HFG Advisors's DFS Position: Q2 2024 in Review

HFG Advisors sold out of Discover Financial Services (DFS) in Q2 2024, closing a stake of 1,527 shares — an estimated $200K sold.

HFG Advisors first reported a position in DFS in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

HFG Advisors reported no remaining Discover Financial Services position as of Q2 2024 after selling out during the quarter.
HFG Advisors sold 1,527 Discover Financial Services shares in Q2 2024, an estimated $200K.
HFG Advisors first reported a position in Discover Financial Services in Q1 2024 and held it in 1 quarter.
HFG Advisors's Discover Financial Services position peaked at $200K in Q1 2024.
1,028 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on HFG Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.