AIMA
DFS

Ables Iannone Moore & Associates’s Discover Financial Services DFS Stock Holding History

Ables Iannone Moore & Associates’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
Q1 		– Sell
-5
Closed -$562 – 124
2023
Q4 		$562 Buy
+5
New +$462 ﹤0.01% 279

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ables Iannone Moore & Associates's DFS Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 5 shares — an estimated $562 sold.

Ables Iannone Moore & Associates first reported a position in DFS in Q4 2023 and held it in 1 quarter. The position peaked at $562 in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 5 Discover Financial Services shares in Q1 2024, an estimated $562.
  • Ables Iannone Moore & Associates first reported a position in Discover Financial Services in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Discover Financial Services position peaked at $562 in Q4 2023.
  • 1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.