Advus Financial Partners, LLC’s Discover Financial Services DFS Stock Holding History

Advus Financial Partners, LLC’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
2024 Q2	–	Sell	-1,696	Closed	-$222K	–	205
2024 Q1	$222K	Sell	1,696 -1,039	-38%	-$119K	0.07%	187
2023 Q4	$307K	Buy	+2,735	New	+$253K	0.11%	130
2023 Q3	–	Sell	-3,016	Closed	-$352K	–	154
2023 Q2	$352K	Buy	3,016 +384	+15%	+$40.2K	0.14%	98
2023 Q1	$260K	Buy	+2,632	New	+$282K	0.11%	116
2022 Q4	–	Sell	-2,699	Closed	-$245K	–	147
2022 Q3	$245K	Buy	+2,699	New	+$273K	0.13%	106
2022 Q2	–	Sell	-1,867	Closed	-$206K	–	130
2022 Q1	$206K	Buy	+1,867	New	+$219K	0.1%	124
2021 Q3	$208K	Buy	+1,802	New	+$226K	0.11%	102

Other funds holding DFS

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Advus Financial Partners, LLC's DFS Position: Q2 2024 in Review

Advus Financial Partners, LLC sold out of Discover Financial Services (DFS) in Q2 2024, closing a stake of 1,696 shares — an estimated $222K sold.

Advus Financial Partners, LLC first reported a position in DFS in Q3 2021 and held it in 7 quarters. The position peaked at $352K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

Advus Financial Partners, LLC reported no remaining Discover Financial Services position as of Q2 2024 after selling out during the quarter.
Advus Financial Partners, LLC sold 1,696 Discover Financial Services shares in Q2 2024, an estimated $222K.
Advus Financial Partners, LLC first reported a position in Discover Financial Services in Q3 2021 and held it in 7 quarters.
Advus Financial Partners, LLC's Discover Financial Services position peaked at $352K in Q2 2023.
1,029 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2024, filed 25 Aug 2026.