WealthPLAN Partners’s Discover Financial Services DFS Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-109	Closed	-$12.7K	–	488
2023 Q2	$12.7K	Hold	109	–	–	﹤0.01%	752
2023 Q1	$10.8K	Buy	+109	New	+$11.7K	﹤0.01%	846
2016 Q3	$207K	Buy	3,668 +2,843	+345%	+$163K	0.07%	143
2016 Q2	$16.1K	Buy	+825	New	+$44.9K	﹤0.01%	1519
2015 Q4	$10.7K	Buy	+200	New	+$11.1K	﹤0.01%	1123

Other funds holding DFS

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's DFS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Discover Financial Services (DFS) in Q3 2023, closing a stake of 109 shares — an estimated $12.7K sold.

WealthPLAN Partners first reported a position in DFS in Q4 2015 and held it in 5 quarters. The position peaked at $207K in Q3 2016. 906 funds tracked by Wall St. Rank hold DFS as of Q3 2023.

WealthPLAN Partners reported no remaining Discover Financial Services position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 109 Discover Financial Services shares in Q3 2023, an estimated $12.7K.
WealthPLAN Partners first reported a position in Discover Financial Services in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's Discover Financial Services position peaked at $207K in Q3 2016.
906 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.