RPWA
DFS

Regent Peak Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-269
Closed -$24K – 348
2020
Q4 		$24K Buy
+269
New +$20.1K 0.01% 419

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Regent Peak Wealth Advisors's DFS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Discover Financial Services (DFS) in Q1 2021, closing a stake of 269 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in DFS in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 897 funds tracked by Wall St. Rank hold DFS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Discover Financial Services position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 269 Discover Financial Services shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Discover Financial Services position peaked at $24K in Q4 2020.
  • 897 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.