PS
DFS

Planned Solutions’s Discover Financial Services DFS Stock Holding History

Planned Solutions’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 		– Sell
-226
Closed -$31.7K – 237
2024
Q3 		$31.7K Buy
+226
New +$30.4K 0.01% 352
2024
Q1 		– Sell
-76
Closed -$8.54K – 201
2023
Q4 		$8.54K Buy
+76
New +$7.03K ﹤0.01% 436
2021
Q1 		– Sell
-76
Closed -$7K – 145
2020
Q4 		$7K Hold
76
– – 0.01% 347
2020
Q3 		$4K Buy
+76
New +$3.98K ﹤0.01% 286

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

Planned Solutions's DFS Position: Q4 2024 in Review

Planned Solutions sold out of Discover Financial Services (DFS) in Q4 2024, closing a stake of 226 shares — an estimated $31.7K sold.

Planned Solutions first reported a position in DFS in Q3 2020 and held it in 4 quarters. The position peaked at $31.7K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Planned Solutions reported no remaining Discover Financial Services position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 226 Discover Financial Services shares in Q4 2024, an estimated $31.7K.
  • Planned Solutions first reported a position in Discover Financial Services in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Discover Financial Services position peaked at $31.7K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.