WWP
DFS

WR Wealth Planners’s Discover Financial Services DFS Stock Holding History

WR Wealth Planners’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 		$2.94K Hold
17
– – ﹤0.01% 788
2024
Q3 		$2.38K Sell
17
-63
-79% -$8.47K ﹤0.01% 871
2024
Q2 		$10.5K Buy
80
+41
+105% +$5.11K ﹤0.01% 583
2024
Q1 		$5.11K Buy
+39
New +$4.47K ﹤0.01% 713

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

WR Wealth Planners's DFS Position: Q4 2024 in Review

WR Wealth Planners held its Discover Financial Services (DFS) position steady in Q4 2024 at 17 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

WR Wealth Planners first reported a position in DFS in Q1 2024 and has held it in 4 quarters since. The position peaked at $10.5K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold DFS as of Q4 2024.

  • WR Wealth Planners held 17 shares of Discover Financial Services worth $2.94K as of Q4 2024.
  • WR Wealth Planners left its Discover Financial Services share count unchanged in Q4 2024.
  • Discover Financial Services made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #788 holding.
  • WR Wealth Planners first reported a position in Discover Financial Services in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Discover Financial Services position peaked at $10.5K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Discover Financial Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.