KWAG
DFS

Kiely Wealth Advisory Group’s Discover Financial Services DFS Stock Holding History

Kiely Wealth Advisory Group’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 		$6.45K Hold
33
– – ﹤0.01% 234
2024
Q3 		$5.83K Hold
33
– – ﹤0.01% 241
2024
Q2 		$4.15K Hold
33
– – ﹤0.01% 243
2024
Q1 		$4.22K Hold
33
– – ﹤0.01% 224
2023
Q4 		$3.5K Buy
+33
New +$3.05K ﹤0.01% 224

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

Kiely Wealth Advisory Group's DFS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Discover Financial Services (DFS) position steady in Q4 2024 at 33 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Kiely Wealth Advisory Group first reported a position in DFS in Q4 2023 and has held it in 5 quarters since. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Kiely Wealth Advisory Group held 33 shares of Discover Financial Services worth $6.45K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Discover Financial Services share count unchanged in Q4 2024.
  • Discover Financial Services made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #234 holding.
  • Kiely Wealth Advisory Group first reported a position in Discover Financial Services in Q4 2023 and has held it in 5 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.