LFA
DFS

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

LGT 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
2023
Q4 		– Sell
-19
Closed -$1.65K – 875
2023
Q3 		$1.65K Buy
+19
New +$1.89K ﹤0.01% 851

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LGT Financial Advisors's DFS Position: Q4 2023 in Review

LGT Financial Advisors sold out of Discover Financial Services (DFS) in Q4 2023, closing a stake of 19 shares — an estimated $1.65K sold.

LGT Financial Advisors first reported a position in DFS in Q3 2023 and held it in 1 quarter. The position peaked at $1.65K in Q3 2023. 977 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

  • LGT Financial Advisors reported no remaining Discover Financial Services position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 19 Discover Financial Services shares in Q4 2023, an estimated $1.65K.
  • LGT Financial Advisors first reported a position in Discover Financial Services in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Discover Financial Services position peaked at $1.65K in Q3 2023.
  • 977 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.