PFA
DFS

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

Professional 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
2022
Q4 		– Sell
-300
Closed -$27K – 166
2022
Q3 		$27K Hold
300
– – 0.02% 192
2022
Q2 		$28K Hold
300
– – 0.02% 193
2022
Q1 		$33K Hold
300
– – 0.01% 177
2021
Q4 		$35K Hold
300
– – 0.02% 197
2021
Q3 		$37K Hold
300
– – 0.02% 159
2021
Q2 		$35K Buy
300
+38
+15% +$4.3K 0.02% 171
2021
Q1 		$25K Hold
262
– – 0.02% 176
2020
Q4 		$24K Hold
262
– – 0.02% 176
2020
Q3 		$17K Buy
+262
New +$13.7K 0.02% 184

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM