Householder Group Estate & Retirement Specialist’s Discover Financial Services DFS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-468	Closed	-$65K	–	692
2024 Q3	$65K	Hold	468	–	–	0.02%	440
2024 Q2	$61K	Hold	468	–	–	0.02%	445
2024 Q1	$61.4K	Buy	468 +117	+33%	+$13.4K	0.02%	436
2023 Q4	$39K	Hold	351	–	–	0.01%	503
2023 Q3	$30.4K	Buy	+351	New	+$34.9K	0.01%	549
2023 Q1	$38K	Buy	+381	New	+$40.8K	0.01%	493
2022 Q4	–	Sell	-381	Closed	-$34K	–	489
2022 Q3	$34K	Buy	+381	New	+$38.6K	0.01%	471

Other funds holding DFS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Householder Group Estate & Retirement Specialist's DFS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 468 shares — an estimated $65K sold.

Householder Group Estate & Retirement Specialist first reported a position in DFS in Q3 2022 and held it in 7 quarters. The position peaked at $65K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 468 Discover Financial Services shares in Q4 2024, an estimated $65K.
Householder Group Estate & Retirement Specialist first reported a position in Discover Financial Services in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Discover Financial Services position peaked at $65K in Q3 2024.
1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.