PCMC
DFS

Planning Capital Management Corporation’s Discover Financial Services DFS Stock Holding History

Planning Capital Management Corporation’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 		$11.6K Buy
+83
New +$11.2K 0.01% 412
2024
Q1 		– Sell
-710
Closed -$79.8K – 658
2023
Q4 		$79.8K Buy
+710
New +$65.6K 0.06% 149

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planning Capital Management Corporation's DFS Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Discover Financial Services (DFS) in Q3 2024: 83 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in DFS as recently as Q4 2023.

Planning Capital Management Corporation first reported a position in DFS in Q4 2023 and has held it in 2 quarters since. The position peaked at $79.8K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Planning Capital Management Corporation held 83 shares of Discover Financial Services worth $11.6K as of Q3 2024.
  • Discover Financial Services was a new Planning Capital Management Corporation position in Q3 2024.
  • Discover Financial Services made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #412 holding.
  • Planning Capital Management Corporation first reported a position in Discover Financial Services in Q4 2023 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Discover Financial Services position peaked at $79.8K in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.