KIA
DFS

Kraematon Investment Advisors’s Discover Financial Services DFS Stock Holding History

Kraematon Investment 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
-203
Closed -$19.8K – 114
2022
Q4 		$19.8K Buy
+203
New +$20.4K 0.02% 169

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kraematon Investment Advisors's DFS Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 203 shares — an estimated $19.8K sold.

Kraematon Investment Advisors first reported a position in DFS in Q4 2022 and held it in 1 quarter. The position peaked at $19.8K in Q4 2022. 955 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 203 Discover Financial Services shares in Q1 2023, an estimated $19.8K.
  • Kraematon Investment Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's Discover Financial Services position peaked at $19.8K in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.