BSW
DFS

Buckingham Strategic Wealth’s Discover Financial Services DFS Stock Holding History

Buckingham Strategic Wealth’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 		$256K Sell
1,956
-126
-6% -$15.7K ﹤0.01% 643
2024
Q1 		$273K Buy
2,082
+291
+16% +$33.4K ﹤0.01% 617
2023
Q4 		$201K Buy
+1,791
New +$166K ﹤0.01% 679
2023
Q3 		– Sell
-2,242
Closed -$262K – 689
2023
Q2 		$262K Buy
+2,242
New +$235K ﹤0.01% 559
2022
Q2 		– Sell
-1,871
Closed -$206K – 622
2022
Q1 		$206K Buy
1,871
+79
+4% +$9.28K ﹤0.01% 561
2021
Q4 		$207K Sell
1,792
-5
-0.3% -$591 ﹤0.01% 555
2021
Q3 		$221K Buy
1,797
+18
+1% +$2.26K ﹤0.01% 540
2021
Q2 		$210K Buy
+1,779
New +$201K 0.01% 558
2020
Q1 		– Sell
-3,419
Closed -$290K – 475
2019
Q4 		$290K Buy
3,419
+123
+4% +$10.1K 0.03% 364
2019
Q3 		$267K Buy
3,296
+4
+0.1% +$330 0.03% 344
2019
Q2 		$255K Sell
3,292
-36
-1% -$2.79K 0.03% 371
2019
Q1 		$237K Sell
3,328
-127
-4% -$8.7K 0.03% 353
2018
Q4 		$204K Buy
3,455
+133
+4% +$9.18K 0.03% 324
2018
Q3 		$254K Buy
3,322
+50
+2% +$3.76K 0.04% 296
2018
Q2 		$230K Buy
3,272
+460
+16% +$33.7K 0.04% 313
2018
Q1 		$202K Buy
+2,812
New +$217K 0.04% 292

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Buckingham Strategic Wealth's DFS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Discover Financial Services (DFS) stake by 6.1% in Q2 2024, selling an estimated $15.7K and leaving 1,956 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Buckingham Strategic Wealth first reported a position in DFS in Q1 2018 and has held it in 16 quarters since. The position peaked at $290K in Q4 2019. 1,028 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

  • Buckingham Strategic Wealth held 1,956 shares of Discover Financial Services worth $256K as of Q2 2024.
  • Buckingham Strategic Wealth sold 126 Discover Financial Services shares in Q2 2024, an estimated $15.7K.
  • Discover Financial Services made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #643 holding.
  • Buckingham Strategic Wealth first reported a position in Discover Financial Services in Q1 2018 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's Discover Financial Services position peaked at $290K in Q4 2019.
  • 1,028 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.