IA
DFS

IndexIQ Advisors’s Discover Financial Services DFS Stock Holding History

IndexIQ 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
2022
Q1 		$10K Buy
+91
New +$10.7K ﹤0.01% 1223
2020
Q4 		– Sell
-2,270
Closed -$131K – 1066
2020
Q3 		$131K Buy
2,270
+1,367
+151% +$71.6K 0.01% 888
2020
Q2 		$45K Buy
903
+795
+736% +$35K ﹤0.01% 937
2020
Q1 		$4K Sell
108
-2
-2% -$132 ﹤0.01% 899
2019
Q4 		$9K Buy
+110
New +$9.07K ﹤0.01% 653

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IndexIQ Advisors's DFS Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Discover Financial Services (DFS) in Q1 2022: 91 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in DFS as recently as Q3 2020.

IndexIQ Advisors first reported a position in DFS in Q4 2019 and has held it in 5 quarters since. The position peaked at $131K in Q3 2020. 950 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • IndexIQ Advisors held 91 shares of Discover Financial Services worth $10K as of Q1 2022.
  • Discover Financial Services was a new IndexIQ Advisors position in Q1 2022.
  • Discover Financial Services made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1223 holding.
  • IndexIQ Advisors first reported a position in Discover Financial Services in Q4 2019 and has held it in 5 quarters since.
  • IndexIQ Advisors's Discover Financial Services position peaked at $131K in Q3 2020.
  • 950 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.