WFI
DFS

West Family Investments’s Discover Financial Services DFS Stock Holding History

West Family Investments’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
Q4 		– Sell
-1,654
Closed -$203K – 337
2021
Q3 		$203K Buy
+1,654
New +$207K 0.05% 308

Other funds holding DFS

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Family Investments's DFS Position: Q4 2021 in Review

West Family Investments sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 1,654 shares — an estimated $203K sold.

West Family Investments first reported a position in DFS in Q3 2021 and held it in 1 quarter. The position peaked at $203K in Q3 2021. 983 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • West Family Investments reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • West Family Investments sold 1,654 Discover Financial Services shares in Q4 2021, an estimated $203K.
  • West Family Investments first reported a position in Discover Financial Services in Q3 2021 and held it in 1 quarter.
  • West Family Investments's Discover Financial Services position peaked at $203K in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on West Family Investments's 13F filing for Q4 2021, filed 7 Feb 2022.