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

MinichMacGregor 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
2023 Q1	–	Sell	-10	Closed	-$978	–	224
2022 Q4	$978	Buy	+10	New	+$1.01K	﹤0.01%	636
2018 Q4	–	Sell	-24	Closed	-$1K	–	192
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	476
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	476
2018 Q1	$1K	Sell	24 -1	-4%	-$77	﹤0.01%	456
2017 Q4	$1K	Buy	25 +14	+127%	+$963	﹤0.01%	447
2017 Q3	$0	Hold	11	–	–	﹤0.01%	485
2017 Q2	$0	Sell	11 -16	-59%	-$991	﹤0.01%	480
2017 Q1	$1K	Sell	27 -5	-16%	-$351	﹤0.01%	407
2016 Q4	$2K	Sell	32 -2	-6%	-$127	﹤0.01%	372
2016 Q3	$1K	Buy	+34	New	+$1.95K	﹤0.01%	404
2016 Q1	–	Sell	-23	Closed	-$1K	–	443
2015 Q4	$1K	Buy	+23	New	+$1.28K	﹤0.01%	347

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's DFS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Discover Financial Services (DFS) in Q1 2023, closing a stake of 10 shares — an estimated $978 sold.

MinichMacGregor Wealth Management first reported a position in DFS in Q4 2015 and held it in 11 quarters. The position peaked at $2K in Q4 2016. 954 funds tracked by Wall St. Rank hold DFS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Discover Financial Services position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 10 Discover Financial Services shares in Q1 2023, an estimated $978.
MinichMacGregor Wealth Management first reported a position in Discover Financial Services in Q4 2015 and held it in 11 quarters.
MinichMacGregor Wealth Management's Discover Financial Services position peaked at $2K in Q4 2016.
954 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.