VT
DFS

Vise Technologies’s Discover Financial Services DFS Stock Holding History

Vise Technologies’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
Q4 		$271K Sell
1,564
-676
-30% -$111K 0.02% 635
2024
Q3 		$314K Buy
2,240
+277
+14% +$37.3K 0.04% 431
2024
Q2 		$257K Buy
+1,963
New +$245K 0.05% 344

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vise Technologies's DFS Position: Q4 2024 in Review

Vise Technologies reduced its Discover Financial Services (DFS) stake by 30% in Q4 2024, selling an estimated $111K and leaving 1,564 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #635.

Vise Technologies first reported a position in DFS in Q2 2024 and has held it in 3 quarters since. The position peaked at $314K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • Vise Technologies held 1,564 shares of Discover Financial Services worth $271K as of Q4 2024.
  • Vise Technologies sold 676 Discover Financial Services shares in Q4 2024, an estimated $111K.
  • Discover Financial Services made up 0.02% of Vise Technologies's portfolio in Q4 2024, its #635 holding.
  • Vise Technologies first reported a position in Discover Financial Services in Q2 2024 and has held it in 3 quarters since.
  • Vise Technologies's Discover Financial Services position peaked at $314K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.