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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Professional Financial Advisors's DFS Position: Q4 2022 in Review

Professional Financial Advisors sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 300 shares — an estimated $27K sold.

Professional Financial Advisors first reported a position in DFS in Q3 2020 and held it in 9 quarters. The position peaked at $37K in Q3 2021. 977 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

  • Professional Financial Advisors reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 300 Discover Financial Services shares in Q4 2022, an estimated $27K.
  • Professional Financial Advisors first reported a position in Discover Financial Services in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Discover Financial Services position peaked at $37K in Q3 2021.
  • 977 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.