Keystone Financial Group (Kentucky)’s Discover Financial Services DFS Stock Holding History

Keystone Financial Group (Kentucky)’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 Q3	–	Sell	-1,748	Closed	-$204K	–	304
2023 Q2	$204K	Buy	+1,748	New	+$183K	0.03%	283
2021 Q4	–	Sell	-2,648	Closed	-$325K	–	310
2021 Q3	$325K	Hold	2,648	–	–	0.06%	213
2021 Q2	$313K	Hold	2,648	–	–	0.06%	221
2021 Q1	$252K	Hold	2,648	–	–	0.05%	247
2020 Q4	$240K	Buy	+2,648	New	+$198K	0.05%	234

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Norges Bank Oslo, Norway $935B AUM

Keystone Financial Group (Kentucky)'s DFS Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 1,748 shares — an estimated $204K sold.

Keystone Financial Group (Kentucky) first reported a position in DFS in Q4 2020 and held it in 5 quarters. The position peaked at $325K in Q3 2021. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

Keystone Financial Group (Kentucky) reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 1,748 Discover Financial Services shares in Q3 2023, an estimated $204K.
Keystone Financial Group (Kentucky) first reported a position in Discover Financial Services in Q4 2020 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s Discover Financial Services position peaked at $325K in Q3 2021.
906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.