RPCONE
DFS

Retirement Planning Company of New England’s Discover Financial Services DFS Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-7
Closed – – 374
2021
Q4 		$0 Buy
+7
New +$828 ﹤0.01% 924

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's DFS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Discover Financial Services (DFS) in Q1 2022, closing a stake of 7 shares.

Retirement Planning Company of New England first reported a position in DFS in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 951 funds tracked by Wall St. Rank hold DFS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Discover Financial Services position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 7 Discover Financial Services shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in Discover Financial Services in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Discover Financial Services position peaked at $0 in Q4 2021.
  • 951 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.