PWM
DFS

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

Palumbo 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
2021
Q4 		– Sell
-4,897
Closed -$602K – 94
2021
Q3 		$602K Buy
4,897
+2,301
+89% +$288K 0.4% 55
2021
Q2 		$307K Buy
+2,596
New +$294K 0.21% 81

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palumbo Wealth Management's DFS Position: Q4 2021 in Review

Palumbo Wealth Management sold out of Discover Financial Services (DFS) in Q4 2021, closing a stake of 4,897 shares — an estimated $602K sold.

Palumbo Wealth Management first reported a position in DFS in Q2 2021 and held it in 2 quarters. The position peaked at $602K in Q3 2021. 982 funds tracked by Wall St. Rank hold DFS as of Q4 2021.

  • Palumbo Wealth Management reported no remaining Discover Financial Services position as of Q4 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 4,897 Discover Financial Services shares in Q4 2021, an estimated $602K.
  • Palumbo Wealth Management first reported a position in Discover Financial Services in Q2 2021 and held it in 2 quarters.
  • Palumbo Wealth Management's Discover Financial Services position peaked at $602K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2021.

Based on Palumbo Wealth Management's 13F filing for Q4 2021, filed 16 Feb 2022.