TFA
DFS

Toth Financial Advisory’s Discover Financial Services DFS Stock Holding History

Toth Financial Advisory’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
2019
Q4 		– Sell
-7,200
Closed -$584K – 486
2019
Q3 		$584K Buy
7,200
+3,975
+123% +$328K 0.13% 99
2019
Q2 		$250K Buy
+3,225
New +$250K 0.06% 155

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Toth Financial Advisory's DFS Position: Q4 2019 in Review

Toth Financial Advisory sold out of Discover Financial Services (DFS) in Q4 2019, closing a stake of 7,200 shares — an estimated $584K sold.

Toth Financial Advisory first reported a position in DFS in Q2 2019 and held it in 2 quarters. The position peaked at $584K in Q3 2019. 883 funds tracked by Wall St. Rank hold DFS as of Q4 2019.

  • Toth Financial Advisory reported no remaining Discover Financial Services position as of Q4 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 7,200 Discover Financial Services shares in Q4 2019, an estimated $584K.
  • Toth Financial Advisory first reported a position in Discover Financial Services in Q2 2019 and held it in 2 quarters.
  • Toth Financial Advisory's Discover Financial Services position peaked at $584K in Q3 2019.
  • 883 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2019.

Based on Toth Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.