Wipfli Financial Advisors’s Discover Financial Services DFS Stock Holding History

Wipfli Financial 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
2022 Q3	$293K	Buy	+3,218	New	+$326K	0.02%	330

Other funds holding DFS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Wipfli Financial Advisors's DFS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Discover Financial Services (DFS) in Q3 2022: 3,218 shares worth $293K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings.

924 funds tracked by Wall St. Rank hold DFS as of Q3 2022.

Wipfli Financial Advisors held 3,218 shares of Discover Financial Services worth $293K as of Q3 2022.
Discover Financial Services was a new Wipfli Financial Advisors position in Q3 2022.
Discover Financial Services made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #330 holding.
924 funds tracked by Wall St. Rank held Discover Financial Services as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.