WB
DFS

West Bancorporation’s Discover Financial Services DFS Stock Holding History

West Bancorporation’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
Q4 		– Sell
-151
Closed -$14K – 130
2022
Q3 		$14K Hold
151
– – 0.01% 214
2022
Q2 		$14K Sell
151
-40
-21% -$4.28K 0.01% 227
2022
Q1 		$21K Sell
191
-170
-47% -$20K 0.01% 232
2021
Q4 		$42K Buy
+361
New +$42.7K 0.03% 174
2020
Q3 		$23K Sell
396
-243
-38% -$12.7K 0.03% 173
2020
Q2 		$32K Sell
639
-135
-17% -$5.94K 0.04% 152
2020
Q1 		$28K Hold
774
– – 0.04% 157
2019
Q4 		$66K Buy
+774
New +$63.8K 0.07% 125

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Bancorporation's DFS Position: Q4 2022 in Review

West Bancorporation sold out of Discover Financial Services (DFS) in Q4 2022, closing a stake of 151 shares — an estimated $14K sold.

West Bancorporation first reported a position in DFS in Q4 2019 and held it in 8 quarters. The position peaked at $66K in Q4 2019. 978 funds tracked by Wall St. Rank hold DFS as of Q4 2022.

  • West Bancorporation reported no remaining Discover Financial Services position as of Q4 2022 after selling out during the quarter.
  • West Bancorporation sold 151 Discover Financial Services shares in Q4 2022, an estimated $14K.
  • West Bancorporation first reported a position in Discover Financial Services in Q4 2019 and held it in 8 quarters.
  • West Bancorporation's Discover Financial Services position peaked at $66K in Q4 2019.
  • 978 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.