Total Clarity Wealth Management’s Discover Financial Services DFS Stock Holding History

Total Clarity 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
2024 Q1	–	Sell	-4,179	Closed	-$470K	–	275
2023 Q4	$470K	Sell	4,179 -2,043	-33%	-$189K	0.19%	134
2023 Q3	$539K	Buy	6,222 +2,030	+48%	+$202K	0.26%	104
2023 Q2	$490K	Buy	4,192 +195	+5%	+$20.4K	0.24%	103
2023 Q1	$395K	Sell	3,997 -133	-3%	-$14.2K	0.21%	108
2022 Q4	$404K	Sell	4,130 -232	-5%	-$23.3K	0.21%	122
2022 Q3	$397K	Buy	4,362 +2,871	+193%	+$291K	0.25%	118
2022 Q2	$141K	Buy	+1,491	New	+$160K	0.07%	264

Other funds holding DFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Total Clarity Wealth Management's DFS Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Discover Financial Services (DFS) in Q1 2024, closing a stake of 4,179 shares — an estimated $470K sold.

Total Clarity Wealth Management first reported a position in DFS in Q2 2022 and held it in 7 quarters. The position peaked at $539K in Q3 2023. 1,036 funds tracked by Wall St. Rank hold DFS as of Q1 2024.

Total Clarity Wealth Management reported no remaining Discover Financial Services position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 4,179 Discover Financial Services shares in Q1 2024, an estimated $470K.
Total Clarity Wealth Management first reported a position in Discover Financial Services in Q2 2022 and held it in 7 quarters.
Total Clarity Wealth Management's Discover Financial Services position peaked at $539K in Q3 2023.
1,036 funds tracked by Wall St. Rank held Discover Financial Services as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.