LWM
DFS

Liberty Wealth Management’s Discover Financial Services DFS Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-649
Closed -$78K – 385
2021
Q3 		$78K Buy
649
+350
+117% +$43.9K 0.03% 335
2021
Q2 		$35K Buy
299
+18
+6% +$2.04K 0.01% 393
2021
Q1 		$23K Hold
281
– – 0.01% 434
2020
Q4 		$23K Buy
281
+243
+639% +$18.1K 0.01% 431
2020
Q3 		$2K Buy
+38
New +$1.99K ﹤0.01% 757

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's DFS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 649 shares — an estimated $78K sold.

Liberty Wealth Management first reported a position in DFS in Q3 2020 and held it in 5 quarters. The position peaked at $78K in Q3 2021. 982 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 649 Discover Financial Services shares in Q4 2021, an estimated $78K.
  • Liberty Wealth Management first reported a position in Discover Financial Services in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Discover Financial Services position peaked at $78K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.