BWM
DFS

BKM Wealth Management’s Discover Financial Services DFS Stock Holding History

BKM Wealth Management’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
-180
Closed -$20.2K – 270
2023
Q4 		$20.2K Buy
+180
New +$16.6K 0.01% 380

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

BKM Wealth Management's DFS Position: Q1 2024 in Review

BKM Wealth Management sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 180 shares — an estimated $20.2K sold.

BKM Wealth Management first reported a position in DFS in Q4 2023 and held it in 1 quarter. The position peaked at $20.2K in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

  • BKM Wealth Management reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 180 Discover Financial Services shares in Q1 2024, an estimated $20.2K.
  • BKM Wealth Management first reported a position in Discover Financial Services in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Discover Financial Services position peaked at $20.2K in Q4 2023.
  • 1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.