TCWP’s Discover Financial Services DFS Stock Holding History

TCWP’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
2022 Q2	–	Sell	-395	Closed	-$43K	–	650
2022 Q1	$43K	Buy	+395	New	+$46.4K	0.01%	516

Other funds holding DFS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

TCWP's DFS Position: Q2 2022 in Review

TCWP sold out of Discover Financial Services (DFS) in Q2 2022, closing a stake of 395 shares — an estimated $43K sold.

TCWP first reported a position in DFS in Q1 2022 and held it in 1 quarter. The position peaked at $43K in Q1 2022. 941 funds tracked by Wall St. Rank hold DFS as of Q2 2022.

TCWP reported no remaining Discover Financial Services position as of Q2 2022 after selling out during the quarter.
TCWP sold 395 Discover Financial Services shares in Q2 2022, an estimated $43K.
TCWP first reported a position in Discover Financial Services in Q1 2022 and held it in 1 quarter.
TCWP's Discover Financial Services position peaked at $43K in Q1 2022.
941 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.