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

JNBA 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
2022 Q1	–	Sell	-26	Closed	-$3K	–	739
2021 Q4	$3K	Buy	+26	New	+$3.08K	﹤0.01%	679
2019 Q1	–	Sell	-796	Closed	-$47K	–	552
2018 Q4	$47K	Buy	+796	New	+$55K	0.01%	208
2018 Q3	–	Sell	-796	Closed	-$56K	–	539
2018 Q2	$56K	Hold	796	–	–	0.01%	216
2018 Q1	$57K	Hold	796	–	–	0.01%	210
2017 Q4	$61K	Hold	796	–	–	0.01%	204
2017 Q3	$51K	Hold	796	–	–	0.01%	209
2017 Q2	$50K	Hold	796	–	–	0.01%	208
2017 Q1	$54K	Hold	796	–	–	0.01%	197
2016 Q4	$57K	Sell	796 -966	-55%	-$61.4K	0.01%	198
2016 Q3	$100K	Buy	1,762 +966	+121%	+$55.3K	0.01%	353
2016 Q2	$43K	Buy	+796	New	+$43.3K	0.01%	213

Other funds holding DFS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's DFS Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 26 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in DFS in Q2 2016 and held it in 11 quarters. The position peaked at $100K in Q3 2016. 950 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

JNBA Financial Advisors reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 26 Discover Financial Services shares in Q1 2022, an estimated $3K.
JNBA Financial Advisors first reported a position in Discover Financial Services in Q2 2016 and held it in 11 quarters.
JNBA Financial Advisors's Discover Financial Services position peaked at $100K in Q3 2016.
950 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.