WIA
DFS

Wetzel Investment Advisors’s Discover Financial Services DFS Stock Holding History

Wetzel Investment Advisors’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
-10
Closed -$1.31K – 301
2024
Q2 		$1.31K Sell
10
-55
-85% -$6.86K ﹤0.01% 787
2024
Q1 		$8.08K Sell
65
-82
-56% -$9.4K ﹤0.01% 578
2023
Q4 		$17K Buy
+147
New +$13.6K 0.01% 407

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 $113B AUM 38.87% 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

Wetzel Investment Advisors's DFS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Discover Financial Services (DFS) in Q3 2024, closing a stake of 10 shares — an estimated $1.31K sold.

Wetzel Investment Advisors first reported a position in DFS in Q4 2023 and held it in 3 quarters. The position peaked at $17K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold DFS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Discover Financial Services position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 10 Discover Financial Services shares in Q3 2024, an estimated $1.31K.
  • Wetzel Investment Advisors first reported a position in Discover Financial Services in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Discover Financial Services position peaked at $17K in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.