Wealthcare Advisory Partners’s Discover Financial Services DFS Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-353	Closed	-$34K	–	846
2021 Q1	$34K	Buy	+353	New	+$33.3K	﹤0.01%	1012
2020 Q2	–	Sell	-662	Closed	-$24K	–	544
2020 Q1	$24K	Buy	662 +370	+127%	+$24.5K	﹤0.01%	685
2019 Q4	$25K	Buy	292 +17	+6%	+$1.4K	﹤0.01%	699
2019 Q3	$22K	Buy	275 +1	+0.4%	+$83	﹤0.01%	719
2019 Q2	$21K	Buy	274 +1	+0.4%	+$77	﹤0.01%	710
2019 Q1	$19K	Buy	273 +1	+0.4%	+$68	﹤0.01%	667
2018 Q4	$16K	Buy	272 +1	+0.4%	+$69	﹤0.01%	678
2018 Q3	$21K	Buy	271 +1	+0.4%	+$75	﹤0.01%	659
2018 Q2	$19K	Buy	270 +1	+0.4%	+$73	﹤0.01%	683
2018 Q1	$19K	Buy	269 +48	+22%	+$3.71K	﹤0.01%	586
2017 Q4	$17K	Buy	221 +31	+16%	+$2.13K	﹤0.01%	568
2017 Q3	$12K	Buy	+190	New	+$11.5K	﹤0.01%	509

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

Wealthcare Advisory Partners's DFS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Discover Financial Services (DFS) in Q2 2021, closing a stake of 353 shares — an estimated $34K sold.

Wealthcare Advisory Partners first reported a position in DFS in Q3 2017 and held it in 12 quarters. The position peaked at $34K in Q1 2021. 924 funds tracked by Wall St. Rank hold DFS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Discover Financial Services position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 353 Discover Financial Services shares in Q2 2021, an estimated $34K.
Wealthcare Advisory Partners first reported a position in Discover Financial Services in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Discover Financial Services position peaked at $34K in Q1 2021.
924 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.