TWP
DFS

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

Triad 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
Q3 		– Sell
-25
Closed -$3.27K – 254
2024
Q2 		$3.27K Buy
+25
New +$3.12K ﹤0.01% 659

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

Triad Wealth Partners's DFS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 25 shares — an estimated $3.27K sold.

Triad Wealth Partners first reported a position in DFS in Q2 2024 and held it in 1 quarter. The position peaked at $3.27K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 25 Discover Financial Services shares in Q3 2024, an estimated $3.27K.
  • Triad Wealth Partners first reported a position in Discover Financial Services in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Discover Financial Services position peaked at $3.27K in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.