LNWWM
DFS

Laird Norton Wetherby Wealth Management’s Discover Financial Services DFS Stock Holding History

Laird Norton Wetherby 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
Q4 		$974K Sell
5,625
-164
-3% -$26.9K 0.05% 345
2024
Q3 		$812K Sell
5,789
-1
-0% -$135 0.04% 410
2024
Q2 		$757K Buy
5,790
+95
+2% +$11.8K 0.04% 415
2024
Q1 		$747K Sell
5,695
-35
-0.6% -$4.01K 0.04% 430
2023
Q4 		$644K Buy
5,730
+854
+18% +$78.9K 0.03% 456
2023
Q3 		$422K Sell
4,876
-882
-15% -$87.6K 0.02% 574
2023
Q2 		$673K Buy
5,758
+74
+1% +$7.75K 0.04% 448
2023
Q1 		$562K Buy
5,684
+170
+3% +$18.2K 0.03% 496
2022
Q4 		$539K Buy
5,514
+11
+0.2% +$1.11K 0.03% 494
2022
Q3 		$500K Sell
5,503
-675
-11% -$68.3K 0.04% 495
2022
Q2 		$584K Buy
6,178
+1,071
+21% +$115K 0.04% 452
2022
Q1 		$563K Sell
5,107
-38
-0.7% -$4.46K 0.03% 485
2021
Q4 		$595K Buy
5,145
+77
+2% +$9.11K 0.03% 462
2021
Q3 		$623K Sell
5,068
-90
-2% -$11.3K 0.04% 434
2021
Q2 		$610K Buy
5,158
+69
+1% +$7.8K 0.04% 441
2021
Q1 		$483K Sell
5,089
-75
-1% -$7.07K 0.04% 444
2020
Q4 		$467K Buy
5,164
+149
+3% +$11.1K 0.03% 483
2020
Q3 		$290K Sell
5,015
-154
-3% -$8.06K 0.03% 533
2020
Q2 		$259K Sell
5,169
-1,145
-18% -$50.4K 0.02% 570
2020
Q1 		$225K Sell
6,314
-2,178
-26% -$144K 0.03% 536
2019
Q4 		$720K Sell
8,492
-603
-7% -$49.7K 0.07% 303
2019
Q3 		$738K Sell
9,095
-402
-4% -$33.2K 0.08% 285
2019
Q2 		$737K Buy
9,497
+1
+0% +$77 0.08% 276
2019
Q1 		$675K Sell
9,496
-227
-2% -$15.5K 0.08% 272
2018
Q4 		$573K Sell
9,723
-172
-2% -$11.9K 0.08% 288
2018
Q3 		$756K Buy
9,895
+22
+0.2% +$1.66K 0.09% 248
2018
Q2 		$695K Buy
9,873
+455
+5% +$33.4K 0.09% 253
2018
Q1 		$678K Sell
9,418
-7
-0.1% -$540 0.09% 258
2017
Q4 		$725K Buy
9,425
+813
+9% +$55.9K 0.1% 241
2017
Q3 		$555K Buy
8,612
+136
+2% +$8.25K 0.08% 301
2017
Q2 		$527K Sell
8,476
-229
-3% -$14.2K 0.09% 289
2017
Q1 		$596K Buy
8,705
+298
+4% +$20.9K 0.11% 245
2016
Q4 		$606K Buy
8,407
+462
+6% +$29.4K 0.12% 225
2016
Q3 		$449K Buy
7,945
+2,032
+34% +$116K 0.09% 281
2016
Q2 		$316K Buy
5,913
+109
+2% +$5.93K 0.07% 336
2016
Q1 		$296K Sell
5,804
-1,129
-16% -$54.4K 0.07% 332
2015
Q4 		$371K Sell
6,933
-222
-3% -$12.3K 0.09% 267
2015
Q3 		$372K Buy
7,155
+795
+13% +$43.6K 0.1% 260
2015
Q2 		$367K Buy
6,360
+45
+0.7% +$2.64K 0.09% 266
2015
Q1 		$355K Sell
6,315
-254
-4% -$15K 0.09% 282
2014
Q4 		$431K Buy
6,569
+343
+6% +$22K 0.11% 216
2014
Q3 		$401K Buy
6,226
+109
+2% +$6.83K 0.11% 225
2014
Q2 		$379K Buy
6,117
+188
+3% +$11K 0.11% 240
2014
Q1 		$345K Sell
5,929
-60
-1% -$3.36K 0.1% 267
2013
Q4 		$335K Buy
5,989
+2
+0% +$105 0.1% 260
2013
Q3 		$302K Buy
5,987
+77
+1% +$3.85K 0.09% 268
2013
Q2 		$281K Buy
+5,910
New +$271K 0.1% 249

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laird Norton Wetherby Wealth Management's DFS Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its Discover Financial Services (DFS) stake by 2.8% in Q4 2024, selling an estimated $26.9K and leaving 5,625 shares worth $974K. The position accounts for 0.05% of the portfolio, ranked #345.

Laird Norton Wetherby Wealth Management first reported a position in DFS in Q2 2013 and has held it in 47 quarters since. 1,175 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 5,625 shares of Discover Financial Services worth $974K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management sold 164 Discover Financial Services shares in Q4 2024, an estimated $26.9K.
  • Discover Financial Services made up 0.05% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #345 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Discover Financial Services in Q2 2013 and has held it in 47 quarters since.
  • 1,175 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.