LAS
DFS

Lloyd Advisory Services’s Discover Financial Services DFS Stock Holding History

Lloyd Advisory Services’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 		– Sell
-322
Closed -$37K – 612
2021
Q4 		$37K Hold
322
– – 0.02% 241
2021
Q3 		$40K Buy
322
+65
+25% +$8.15K 0.02% 181
2021
Q2 		$30K Hold
257
– – 0.02% 210
2021
Q1 		$24K Buy
257
+55
+27% +$5.19K 0.01% 203
2020
Q4 		$18K Buy
+202
New +$15.1K 0.01% 178

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lloyd Advisory Services's DFS Position: Q1 2022 in Review

Lloyd Advisory Services sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 322 shares — an estimated $37K sold.

Lloyd Advisory Services first reported a position in DFS in Q4 2020 and held it in 5 quarters. The position peaked at $40K in Q3 2021. 950 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Lloyd Advisory Services reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 322 Discover Financial Services shares in Q1 2022, an estimated $37K.
  • Lloyd Advisory Services first reported a position in Discover Financial Services in Q4 2020 and held it in 5 quarters.
  • Lloyd Advisory Services's Discover Financial Services position peaked at $40K in Q3 2021.
  • 950 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.