RFA
DFS

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

Resurgent 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
2023
Q3 		– Sell
-226
Closed -$26.4K – 492
2023
Q2 		$26.4K Sell
226
-3
-1% -$314 0.02% 442
2023
Q1 		$22.6K Sell
229
-92
-29% -$9.85K 0.02% 461
2022
Q4 		$31.4K Buy
+321
New +$32.3K 0.02% 523

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resurgent Financial Advisors's DFS Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 226 shares — an estimated $26.4K sold.

Resurgent Financial Advisors first reported a position in DFS in Q4 2022 and held it in 3 quarters. The position peaked at $31.4K in Q4 2022. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 226 Discover Financial Services shares in Q3 2023, an estimated $26.4K.
  • Resurgent Financial Advisors first reported a position in Discover Financial Services in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Discover Financial Services position peaked at $31.4K in Q4 2022.
  • 906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.