SW
DFS

Simplicity Wealth’s Discover Financial Services DFS Stock Holding History

Simplicity Wealth’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
-10,219
Closed -$1.34M – 666
2024
Q2 		$1.34M Sell
10,219
-986
-9% -$123K 0.03% 444
2024
Q1 		$1.47M Buy
+11,205
New +$1.28M 0.04% 419

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

Simplicity Wealth's DFS Position: Q3 2024 in Review

Simplicity Wealth sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 10,219 shares — an estimated $1.34M sold.

Simplicity Wealth first reported a position in DFS in Q1 2024 and held it in 2 quarters. The position peaked at $1.47M in Q1 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Simplicity Wealth reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,219 Discover Financial Services shares in Q3 2024, an estimated $1.34M.
  • Simplicity Wealth first reported a position in Discover Financial Services in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Discover Financial Services position peaked at $1.47M in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.