BWS
DFS

Buck Wealth Strategies’s Discover Financial Services DFS Stock Holding History

Buck Wealth Strategies’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
2023
Q3 		– Sell
-221
Closed -$25.8K – 374
2023
Q2 		$25.8K Buy
+221
New +$23.2K 0.01% 103

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buck Wealth Strategies's DFS Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 221 shares — an estimated $25.8K sold.

Buck Wealth Strategies first reported a position in DFS in Q2 2023 and held it in 1 quarter. The position peaked at $25.8K in Q2 2023. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

  • Buck Wealth Strategies reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 221 Discover Financial Services shares in Q3 2023, an estimated $25.8K.
  • Buck Wealth Strategies first reported a position in Discover Financial Services in Q2 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Discover Financial Services position peaked at $25.8K in Q2 2023.
  • 906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.