TWP
DFS

TFO Wealth Partners’s Discover Financial Services DFS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-31
Closed -$4.06K – 241
2024
Q1 		$4.06K Hold
31
– – ﹤0.01% 110
2023
Q4 		$3.48K Hold
31
– – ﹤0.01% 117
2023
Q3 		$3.62K Hold
31
– – ﹤0.01% 184
2023
Q2 		$3.62K Hold
31
– – ﹤0.01% 173
2023
Q1 		$3.06K Sell
31
-1,298
-98% -$139K ﹤0.01% 138
2022
Q4 		$115K Buy
+1,329
New +$134K 0.03% 45
2022
Q3 		– Sell
-210
Closed -$20K – 223
2022
Q2 		$20K Buy
+210
New +$22.5K ﹤0.01% 87

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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

TFO Wealth Partners's DFS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2024, closing a stake of 31 shares — an estimated $4.06K sold.

TFO Wealth Partners first reported a position in DFS in Q2 2022 and held it in 7 quarters. The position peaked at $115K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold DFS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Discover Financial Services position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 31 Discover Financial Services shares in Q2 2024, an estimated $4.06K.
  • TFO Wealth Partners first reported a position in Discover Financial Services in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Discover Financial Services position peaked at $115K in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.