Tyler-Stone Wealth Management’s Discover Financial Services DFS Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-30	Closed	-$3.92K	–	451
2024 Q2	$3.92K	Hold	30	–	–	﹤0.01%	789
2024 Q1	$3.93K	Hold	30	–	–	﹤0.01%	777
2023 Q4	$3.37K	Hold	30	–	–	﹤0.01%	766
2023 Q3	$3K	Hold	30	–	–	﹤0.01%	767
2023 Q2	$4K	Buy	+30	New	+$3.14K	﹤0.01%	725
2022 Q4	$3K	Hold	30	–	–	﹤0.01%	713
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	706
2022 Q2	$3K	Sell	30 -200	-87%	-$21.4K	﹤0.01%	720
2022 Q1	$25K	Hold	230	–	–	0.01%	439
2021 Q4	$27K	Buy	+230	New	+$27.2K	0.01%	452

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 $5.72T AUM 30.48% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Tyler-Stone Wealth Management's DFS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 30 shares — an estimated $3.92K sold.

Tyler-Stone Wealth Management first reported a position in DFS in Q4 2021 and held it in 10 quarters. The position peaked at $27K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 30 Discover Financial Services shares in Q3 2024, an estimated $3.92K.
Tyler-Stone Wealth Management first reported a position in Discover Financial Services in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Discover Financial Services position peaked at $27K in Q4 2021.
1,058 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.