DWA
DFS

Delos Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Delos Wealth Advisors’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
-49
Closed -$6.41K – 236
2024
Q2 		$6.41K Hold
49
– – 0.01% 144
2024
Q1 		$6.42K Buy
49
+38
+345% +$4.36K 0.01% 145
2023
Q4 		$1.24K Hold
11
– – ﹤0.01% 171
2023
Q3 		$991 Hold
11
– – ﹤0.01% 224
2023
Q2 		$1.29K Hold
11
– – ﹤0.01% 200
2023
Q1 		$1.09K Hold
11
– – ﹤0.01% 221
2022
Q4 		$1.08K Hold
11
– – ﹤0.01% 230
2022
Q3 		$1K Buy
+11
New +$1.11K ﹤0.01% 225
2022
Q1 		– Sell
-118
Closed -$14K – 304
2021
Q4 		$14K Buy
+118
New +$14K 0.01% 171

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Delos Wealth Advisors's DFS Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 49 shares — an estimated $6.41K sold.

Delos Wealth Advisors first reported a position in DFS in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 49 Discover Financial Services shares in Q3 2024, an estimated $6.41K.
  • Delos Wealth Advisors first reported a position in Discover Financial Services in Q4 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's Discover Financial Services position peaked at $14K in Q4 2021.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.