Forefront Wealth Management’s Discover Financial Services DFS Stock Holding History

Forefront Wealth Management’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	-14,341	Closed	-$1.68M	–	40
2023 Q2	$1.68M	Buy	14,341 +29	+0.2%	+$3.04K	2.21%	18
2023 Q1	$1.41M	Buy	14,312 +29	+0.2%	+$3.1K	1.85%	20
2022 Q4	$1.4M	Sell	14,283 -18	-0.1%	-$1.81K	1.88%	19
2022 Q3	$1.3M	Buy	14,301 +21	+0.1%	+$2.13K	1.81%	22
2022 Q2	$1.35M	Sell	14,280 -260	-2%	-$27.8K	1.82%	21
2022 Q1	$1.6M	Sell	14,540 -13,692	-48%	-$1.61M	1.58%	25
2021 Q4	$3.26M	Buy	+28,232	New	+$3.34M	3.11%	12

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's DFS Position: Q3 2023 in Review

Forefront Wealth Management sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 14,341 shares — an estimated $1.68M sold.

Forefront Wealth Management first reported a position in DFS in Q4 2021 and held it in 7 quarters. The position peaked at $3.26M in Q4 2021. 905 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

Forefront Wealth Management reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
Forefront Wealth Management sold 14,341 Discover Financial Services shares in Q3 2023, an estimated $1.68M.
Forefront Wealth Management first reported a position in Discover Financial Services in Q4 2021 and held it in 7 quarters.
Forefront Wealth Management's Discover Financial Services position peaked at $3.26M in Q4 2021.
905 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

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