PFWA
DFS

Paces Ferry Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-29
Closed -$2K – 373
2020
Q3 		$2K Buy
+29
New +$1.52K ﹤0.01% 651

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's DFS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Discover Financial Services (DFS) in Q4 2020, closing a stake of 29 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in DFS in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 858 funds tracked by Wall St. Rank hold DFS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Discover Financial Services position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 29 Discover Financial Services shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Discover Financial Services in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Discover Financial Services position peaked at $2K in Q3 2020.
  • 858 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.