SA
DFS

Strategic Advocates’s Discover Financial Services DFS Stock Holding History

Strategic Advocates’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
-2,612
Closed -$226K – 154
2023
Q3 		$226K Buy
+2,612
New +$259K 0.11% 132

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Advocates's DFS Position: Q4 2023 in Review

Strategic Advocates sold out of Discover Financial Services (DFS) in Q4 2023, closing a stake of 2,612 shares — an estimated $226K sold.

Strategic Advocates first reported a position in DFS in Q3 2023 and held it in 1 quarter. The position peaked at $226K in Q3 2023. 977 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

  • Strategic Advocates reported no remaining Discover Financial Services position as of Q4 2023 after selling out during the quarter.
  • Strategic Advocates sold 2,612 Discover Financial Services shares in Q4 2023, an estimated $226K.
  • Strategic Advocates first reported a position in Discover Financial Services in Q3 2023 and held it in 1 quarter.
  • Strategic Advocates's Discover Financial Services position peaked at $226K in Q3 2023.
  • 977 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on Strategic Advocates's 13F filing for Q4 2023, filed 7 Feb 2024.