Peterson Financial Group’s Discover Financial Services DFS Stock Holding History

Peterson Financial 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 Q3	$12.7K	Buy	+90	New	+$12.1K	0.05%	185

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

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

Peterson Financial Group's DFS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Discover Financial Services (DFS) in Q3 2024: 90 shares worth $12.7K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Peterson Financial Group held 90 shares of Discover Financial Services worth $12.7K as of Q3 2024.
Discover Financial Services was a new Peterson Financial Group position in Q3 2024.
Discover Financial Services made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #185 holding.
1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.