DAS
DFS

Dynamic Advisor Solutions’s Discover Financial Services DFS Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-2,159
Closed -$303K – 694
2024
Q3 		$303K Buy
2,159
+87
+4% +$11.7K 0.01% 747
2024
Q2 		$271K Sell
2,072
-129
-6% -$16.1K 0.01% 794
2024
Q1 		$289K Buy
2,201
+93
+4% +$10.7K 0.01% 773
2023
Q4 		$236K Buy
+2,108
New +$195K 0.01% 785
2021
Q4 		– Sell
-1,857
Closed -$228K – 733
2021
Q3 		$228K Buy
+1,857
New +$233K 0.02% 658
2014
Q1 		– Sell
-4,153
Closed -$232K – 200
2013
Q4 		$232K Buy
+4,153
New +$218K 0.17% 173

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
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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dynamic Advisor Solutions's DFS Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 2,159 shares — an estimated $303K sold.

Dynamic Advisor Solutions first reported a position in DFS in Q4 2013 and held it in 6 quarters. The position peaked at $303K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,159 Discover Financial Services shares in Q4 2024, an estimated $303K.
  • Dynamic Advisor Solutions first reported a position in Discover Financial Services in Q4 2013 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Discover Financial Services position peaked at $303K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.