FWG Investments’s Discover Financial Services DFS Stock Holding History

FWG Investments’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 Q1	–	Sell	-2,341	Closed	-$263K	–	114
2023 Q4	$263K	Buy	+2,341	New	+$216K	0.33%	71

Other funds holding DFS

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

FWG Investments's DFS Position: Q1 2024 in Review

FWG Investments sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 2,341 shares — an estimated $263K sold.

FWG Investments first reported a position in DFS in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

FWG Investments reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
FWG Investments sold 2,341 Discover Financial Services shares in Q1 2024, an estimated $263K.
FWG Investments first reported a position in Discover Financial Services in Q4 2023 and held it in 1 quarter.
FWG Investments's Discover Financial Services position peaked at $263K in Q4 2023.
1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on FWG Investments's 13F filing for Q1 2024, filed 14 Aug 2024.