PW
DFS

Price Wealth’s Discover Financial Services DFS Stock Holding History

Price Wealth’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
Q3 		$82K Buy
1,414
+1,331
+1,604% +$69.7K 0.02% 107
2020
Q2 		$4K Buy
+83
New +$3.65K ﹤0.01% 249
2018
Q3 		– Sell
-47
Closed -$3K – 226
2018
Q2 		$3K Buy
+47
New +$3.45K ﹤0.01% 411

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Price Wealth's DFS Position: Q3 2020 in Review

Price Wealth increased its Discover Financial Services (DFS) stake by 1,604% in Q3 2020, buying an estimated $69.7K and bringing the position to 1,414 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #107.

Price Wealth first reported a position in DFS in Q2 2018 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold DFS as of Q3 2020.

  • Price Wealth held 1,414 shares of Discover Financial Services worth $82K as of Q3 2020.
  • Price Wealth bought 1,331 Discover Financial Services shares in Q3 2020, an estimated $69.7K.
  • Discover Financial Services made up 0.02% of Price Wealth's portfolio in Q3 2020, its #107 holding.
  • Price Wealth first reported a position in Discover Financial Services in Q2 2018 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.