SWP
DFS

ShoreHaven Wealth Partners’s Discover Financial Services DFS Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-689
Closed -$65K – 112
2021
Q1 		$65K Buy
+689
New +$65K 0.04% 101

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ShoreHaven Wealth Partners's DFS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2021, closing a stake of 689 shares — an estimated $65K sold.

ShoreHaven Wealth Partners first reported a position in DFS in Q1 2021 and held it in 1 quarter. The position peaked at $65K in Q1 2021. 925 funds tracked by Wall St. Rank hold DFS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Discover Financial Services position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 689 Discover Financial Services shares in Q2 2021, an estimated $65K.
  • ShoreHaven Wealth Partners first reported a position in Discover Financial Services in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Discover Financial Services position peaked at $65K in Q1 2021.
  • 925 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.