Wellington Wealth Strategies’s Discover Financial Services DFS Stock Holding History

Wellington Wealth Strategies’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	$266K	Buy	+1,397	New	+$229K	0.24%	54

Other funds holding DFS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Wellington Wealth Strategies's DFS Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Discover Financial Services (DFS) in Q4 2024: 1,397 shares worth $266K. The stake represents 0.24% of the portfolio and ranks #54 among its holdings.

1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

Wellington Wealth Strategies held 1,397 shares of Discover Financial Services worth $266K as of Q4 2024.
Discover Financial Services was a new Wellington Wealth Strategies position in Q4 2024.
Discover Financial Services made up 0.24% of Wellington Wealth Strategies's portfolio in Q4 2024, its #54 holding.
1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.