SSWM
DFS

Smith Salley Wealth Management’s Discover Financial Services DFS Stock Holding History

Smith Salley Wealth Management’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
2025
Q1 		– Sell
-1,267
Closed -$220K – 250
2024
Q4 		$220K Buy
+1,267
New +$208K 0.01% 232

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Smith Salley Wealth Management's DFS Position: Q1 2025 in Review

Smith Salley Wealth Management sold out of Discover Financial Services (DFS) in Q1 2025, closing a stake of 1,267 shares — an estimated $220K sold.

Smith Salley Wealth Management first reported a position in DFS in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold DFS as of Q1 2025.

  • Smith Salley Wealth Management reported no remaining Discover Financial Services position as of Q1 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,267 Discover Financial Services shares in Q1 2025, an estimated $220K.
  • Smith Salley Wealth Management first reported a position in Discover Financial Services in Q4 2024 and held it in 1 quarter.
  • Smith Salley Wealth Management's Discover Financial Services position peaked at $220K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2025.

Based on Smith Salley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.