Lenox Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Lenox Wealth 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	$74K	Buy	662 +5	+0.8%	+$588	0.01%	197
2021 Q4	$76K	Buy	657 +23	+4%	+$2.72K	0.01%	204
2021 Q3	$78K	Hold	634	–	–	0.01%	179
2021 Q2	$75K	Buy	634 +400	+171%	+$45.2K	0.01%	177
2021 Q1	$22K	Hold	234	–	–	﹤0.01%	297
2020 Q4	$21K	Hold	234	–	–	﹤0.01%	306
2020 Q3	$14K	Buy	+234	New	+$12.3K	﹤0.01%	336
2020 Q1	–	Sell	-80	Closed	-$7K	–	799
2019 Q4	$7K	Buy	+80	New	+$6.6K	﹤0.01%	445
2014 Q1	–	Sell	-60	Closed	-$3K	–	225
2013 Q4	$3K	Buy	+60	New	+$3.15K	﹤0.01%	263

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

Lenox Wealth Advisors's DFS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Discover Financial Services (DFS) stake by 0.76% in Q1 2022, buying an estimated $588 and bringing the position to 662 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #197.

Lenox Wealth Advisors first reported a position in DFS in Q4 2013 and has held it in 9 quarters since. The position peaked at $78K in Q3 2021. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

Lenox Wealth Advisors held 662 shares of Discover Financial Services worth $74K as of Q1 2022.
Lenox Wealth Advisors bought 5 Discover Financial Services shares in Q1 2022, an estimated $588.
Discover Financial Services made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #197 holding.
Lenox Wealth Advisors first reported a position in Discover Financial Services in Q4 2013 and has held it in 9 quarters since.
Lenox Wealth Advisors's Discover Financial Services position peaked at $78K in Q3 2021.
951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.