CFM Wealth Partners’s Discover Financial Services DFS Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-1,736	Closed	-$227K	–	145
2024 Q2	$227K	Hold	1,736	–	–	0.04%	141
2024 Q1	$228K	Sell	1,736 -314	-15%	-$36K	0.05%	144
2023 Q4	$230K	Sell	2,050 -600	-23%	-$55.5K	0.05%	151
2023 Q3	$230K	Hold	2,650	–	–	0.06%	133
2023 Q2	$310K	Sell	2,650 -246	-8%	-$25.8K	0.08%	136
2023 Q1	$286K	Hold	2,896	–	–	0.08%	134
2022 Q4	$283K	Hold	2,896	–	–	0.08%	134
2022 Q3	$263K	Hold	2,896	–	–	0.08%	131
2022 Q2	$274K	Hold	2,896	–	–	0.08%	137
2022 Q1	$319K	Hold	2,896	–	–	0.08%	146
2021 Q4	$344K	Hold	2,896	–	–	0.08%	137
2021 Q3	$355K	Hold	2,896	–	–	0.09%	129
2021 Q2	$343K	Hold	2,896	–	–	0.09%	124
2021 Q1	$275K	Hold	2,896	–	–	0.08%	135
2020 Q4	$262K	Buy	+2,896	New	+$216K	0.08%	128
2020 Q3	–	Sell	-3,796	Closed	-$190K	–	237
2020 Q2	$190K	Sell	3,796 -1,840	-33%	-$80.9K	0.07%	152
2020 Q1	$201K	Sell	5,636 -717	-11%	-$47.5K	0.09%	127
2019 Q4	$531K	Buy	+6,353	New	+$524K	0.2%	82

Other funds holding DFS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CFM Wealth Partners's DFS Position: Q3 2024 in Review

CFM Wealth Partners sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 1,736 shares — an estimated $227K sold.

CFM Wealth Partners first reported a position in DFS in Q4 2019 and held it in 18 quarters. The position peaked at $531K in Q4 2019. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

CFM Wealth Partners reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
CFM Wealth Partners sold 1,736 Discover Financial Services shares in Q3 2024, an estimated $227K.
CFM Wealth Partners first reported a position in Discover Financial Services in Q4 2019 and held it in 18 quarters.
CFM Wealth Partners's Discover Financial Services position peaked at $531K in Q4 2019.
1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on CFM Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.