Interactive Financial Advisors’s Discover Financial Services DFS Stock Holding History

Interactive Financial 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 Q1	–	Sell	-900	Closed	-$88K	–	94
2022 Q4	$88K	Hold	900	–	–	0.05%	114
2022 Q3	$82K	Hold	900	–	–	0.05%	112
2022 Q2	$85K	Hold	900	–	–	0.04%	97
2022 Q1	$99K	Hold	900	–	–	0.05%	112
2021 Q4	$104K	Hold	900	–	–	0.04%	105
2021 Q3	$111K	Hold	900	–	–	0.05%	102
2021 Q2	$106K	Hold	900	–	–	0.04%	103
2021 Q1	$85K	Hold	900	–	–	0.04%	107
2020 Q4	$81K	Hold	900	–	–	0.04%	96
2020 Q3	$52K	Hold	900	–	–	0.03%	105
2020 Q2	$45K	Hold	900	–	–	0.02%	104
2020 Q1	$32K	Hold	900	–	–	0.03%	75
2019 Q4	$76K	Hold	900	–	–	0.03%	102
2019 Q3	$73K	Sell	900 -100	-10%	-$8.26K	0.03%	90
2019 Q2	$78K	Hold	1,000	–	–	0.04%	97
2019 Q1	$71K	Buy	+1,000	New	+$68.5K	0.03%	83

Other funds holding DFS

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's DFS Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 900 shares — an estimated $88K sold.

Interactive Financial Advisors first reported a position in DFS in Q1 2019 and held it in 16 quarters. The position peaked at $111K in Q3 2021. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

Interactive Financial Advisors reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 900 Discover Financial Services shares in Q1 2023, an estimated $88K.
Interactive Financial Advisors first reported a position in Discover Financial Services in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Discover Financial Services position peaked at $111K in Q3 2021.
955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.