Register Financial Advisors’s Discover Financial Services DFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$349	–	388
2023 Q3	$349	Buy	+4	New	+$397	﹤0.01%	576

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Register Financial Advisors's DFS Position: Q4 2023 in Review

Register Financial Advisors sold out of Discover Financial Services (DFS) in Q4 2023, closing a stake of 4 shares — an estimated $349 sold.

Register Financial Advisors first reported a position in DFS in Q3 2023 and held it in 1 quarter. The position peaked at $349 in Q3 2023. 977 funds tracked by Wall St. Rank hold DFS as of Q4 2023.

Register Financial Advisors reported no remaining Discover Financial Services position as of Q4 2023 after selling out during the quarter.
Register Financial Advisors sold 4 Discover Financial Services shares in Q4 2023, an estimated $349.
Register Financial Advisors first reported a position in Discover Financial Services in Q3 2023 and held it in 1 quarter.
Register Financial Advisors's Discover Financial Services position peaked at $349 in Q3 2023.
977 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.