SFPG
DFS

Stonebridge Financial Planning Group’s Discover Financial Services DFS Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-10
Closed – – 388
2020
Q1 		$0 Hold
10
– – ﹤0.01% 408
2019
Q4 		$1K Buy
+10
New +$825 ﹤0.01% 352

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Stonebridge Financial Planning Group's DFS Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Discover Financial Services (DFS) in Q2 2020, closing a stake of 10 shares.

Stonebridge Financial Planning Group first reported a position in DFS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 741 funds tracked by Wall St. Rank hold DFS as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Discover Financial Services position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 10 Discover Financial Services shares in Q2 2020.
  • Stonebridge Financial Planning Group first reported a position in Discover Financial Services in Q4 2019 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's Discover Financial Services position peaked at $1K in Q4 2019.
  • 741 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.