IAMOG
DFS

Investors Asset Management of Georgia’s Discover Financial Services DFS Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-400
Closed -$36K – 269
2022
Q3 		$36K Hold
400
– – 0.02% 348
2022
Q2 		$38K Buy
+400
New +$42.8K 0.02% 284

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Investors Asset Management of Georgia's DFS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 400 shares — an estimated $36K sold.

Investors Asset Management of Georgia first reported a position in DFS in Q2 2022 and held it in 2 quarters. The position peaked at $38K in Q2 2022. 979 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 400 Discover Financial Services shares in Q4 2022, an estimated $36K.
  • Investors Asset Management of Georgia first reported a position in Discover Financial Services in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Discover Financial Services position peaked at $38K in Q2 2022.
  • 979 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.