Strategic Wealth Management Group’s Discover Financial Services DFS Stock Holding History

Strategic Wealth Management 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
2021 Q2	$223K	Buy	+1,884	New	+$213K	0.08%	117

Other funds holding DFS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Strategic Wealth Management Group's DFS Position: Q2 2021 in Review

Strategic Wealth Management Group opened a new position in Discover Financial Services (DFS) in Q2 2021: 1,884 shares worth $223K. The stake represents 0.08% of the portfolio and ranks #117 among its holdings.

924 funds tracked by Wall St. Rank hold DFS as of Q2 2021.

Strategic Wealth Management Group held 1,884 shares of Discover Financial Services worth $223K as of Q2 2021.
Discover Financial Services was a new Strategic Wealth Management Group position in Q2 2021.
Discover Financial Services made up 0.08% of Strategic Wealth Management Group's portfolio in Q2 2021, its #117 holding.
924 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.