RPg Family Wealth Advisory’s Discover Financial Services DFS Stock Holding History

RPg Family Wealth Advisory’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
2020 Q4	$23.9K	Hold	264	–	–	0.01%	211
2020 Q3	$15.3K	Hold	264	–	–	0.01%	238
2020 Q2	$13.2K	Buy	+264	New	+$11.6K	0.01%	254
2019 Q4	–	Sell	-264	Closed	-$21.4K	–	278
2019 Q3	$21.4K	Hold	264	–	–	0.01%	220
2019 Q2	$20.5K	Hold	264	–	–	0.01%	218
2019 Q1	$18.8K	Hold	264	–	–	0.01%	232
2018 Q4	$15.6K	Hold	264	–	–	0.02%	177
2018 Q3	$20.2K	Buy	+264	New	+$19.9K	0.02%	179

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's DFS Position: Q4 2020 in Review

RPg Family Wealth Advisory held its Discover Financial Services (DFS) position steady in Q4 2020 at 264 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #211.

RPg Family Wealth Advisory first reported a position in DFS in Q3 2018 and has held it in 8 quarters since. 859 funds tracked by Wall St. Rank hold DFS as of Q4 2020.

RPg Family Wealth Advisory held 264 shares of Discover Financial Services worth $23.9K as of Q4 2020.
RPg Family Wealth Advisory left its Discover Financial Services share count unchanged in Q4 2020.
Discover Financial Services made up 0.01% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #211 holding.
RPg Family Wealth Advisory first reported a position in Discover Financial Services in Q3 2018 and has held it in 8 quarters since.
859 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.