The Family Firm’s Discover Financial Services DFS Stock Holding History

The Family Firm’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	-121	Closed	-$15.9K	–	357
2024 Q2	$15.9K	Buy	+121	New	+$15.1K	﹤0.01%	603

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

The Family Firm's DFS Position: Q3 2024 in Review

The Family Firm sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 121 shares — an estimated $15.9K sold.

The Family Firm first reported a position in DFS in Q2 2024 and held it in 1 quarter. The position peaked at $15.9K in Q2 2024. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

The Family Firm reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 121 Discover Financial Services shares in Q3 2024, an estimated $15.9K.
The Family Firm first reported a position in Discover Financial Services in Q2 2024 and held it in 1 quarter.
The Family Firm's Discover Financial Services position peaked at $15.9K in Q2 2024.
1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.