SkyView Investment Advisors’s Discover Financial Services DFS Stock Holding History

SkyView Investment 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 Q4	–	Sell	-45	Closed	-$4K	–	242
2023 Q3	$4K	Buy	45 +4	+10%	+$397	﹤0.01%	407
2023 Q2	$5K	Sell	41 -7,079	-99%	-$742K	﹤0.01%	496
2023 Q1	$605K	Buy	7,120 +5,144	+260%	+$551K	0.14%	185
2022 Q4	$193K	Buy	1,976 +95	+5%	+$9.56K	0.06%	343
2022 Q3	$171K	Buy	1,881 +341	+22%	+$34.5K	0.05%	376
2022 Q2	$146K	Buy	1,540 +1,537	+51,233%	+$164K	0.04%	415
2022 Q1	$0	Sell	3 -5,593	-100%	-$657K	﹤0.01%	592
2021 Q4	$280K	Buy	5,596 +622	+13%	+$73.6K	0.06%	349
2021 Q3	$611K	Buy	4,974 +4,734	+1,973%	+$593K	0.17%	147
2021 Q2	$23K	Hold	240	–	–	0.01%	226
2021 Q1	$23K	Buy	240 +51	+27%	+$4.81K	0.01%	234
2020 Q4	$17K	Buy	+189	New	+$14.1K	0.01%	200

Other funds holding DFS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SkyView Investment Advisors's DFS Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Discover Financial Services (DFS) in Q4 2023, closing a stake of 45 shares — an estimated $4K sold.

SkyView Investment Advisors first reported a position in DFS in Q4 2020 and held it in 12 quarters. The position peaked at $611K in Q3 2021. 976 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

SkyView Investment Advisors reported no remaining Discover Financial Services position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 45 Discover Financial Services shares in Q4 2023, an estimated $4K.
SkyView Investment Advisors first reported a position in Discover Financial Services in Q4 2020 and held it in 12 quarters.
SkyView Investment Advisors's Discover Financial Services position peaked at $611K in Q3 2021.
976 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.