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

Janiczek 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
2024 Q2	$785	Hold	6	–	–	﹤0.01%	956
2024 Q1	$787	Buy	6 +1	+20%	+$115	﹤0.01%	968
2023 Q4	$562	Sell	5 -7	-58%	-$647	﹤0.01%	989
2023 Q3	$1.04K	Buy	12 +5	+71%	+$497	﹤0.01%	915
2023 Q2	$818	Buy	7 +3	+75%	+$314	﹤0.01%	864
2023 Q1	$405	Hold	4	–	–	﹤0.01%	923
2022 Q4	$424	Hold	4	–	–	﹤0.01%	926
2022 Q3	$0	Hold	4	–	–	﹤0.01%	942
2022 Q2	$0	Hold	4	–	–	﹤0.01%	969
2022 Q1	$0	Sell	4 -54	-93%	-$6.34K	﹤0.01%	974
2021 Q4	$7K	Hold	58	–	–	﹤0.01%	638
2021 Q3	$7K	Buy	58 +4	+7%	+$501	﹤0.01%	628
2021 Q2	$6K	Hold	54	–	–	﹤0.01%	630
2021 Q1	$5K	Buy	+54	New	+$5.09K	﹤0.01%	636

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

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Janiczek Wealth Management's DFS Position: Q2 2024 in Review

Janiczek Wealth Management held its Discover Financial Services (DFS) position steady in Q2 2024 at 6 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Janiczek Wealth Management first reported a position in DFS in Q1 2021 and has held it in 14 quarters since. The position peaked at $7K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

Janiczek Wealth Management held 6 shares of Discover Financial Services worth $785 as of Q2 2024.
Janiczek Wealth Management left its Discover Financial Services share count unchanged in Q2 2024.
Discover Financial Services made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #956 holding.
Janiczek Wealth Management first reported a position in Discover Financial Services in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Discover Financial Services position peaked at $7K in Q4 2021.
1,028 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.