RWMG
DFS

Redwood Wealth Management Group’s Discover Financial Services DFS Stock Holding History

Redwood Wealth Management 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 		– Sell
-5
Closed -$654 – 394
2024
Q2 		$654 Buy
+5
New +$623 ﹤0.01% 1027

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 $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's DFS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 5 shares — an estimated $654 sold.

Redwood Wealth Management Group first reported a position in DFS in Q2 2024 and held it in 1 quarter. The position peaked at $654 in Q2 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5 Discover Financial Services shares in Q3 2024, an estimated $654.
  • Redwood Wealth Management Group first reported a position in Discover Financial Services in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Discover Financial Services position peaked at $654 in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.