Able Wealth Management’s Capital One COF Stock Holding History

Able Wealth Management’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-600	Closed	-$78.7K	–	166
2023 Q4	$78.7K	Buy	+600	New	+$64.7K	0.07%	109

Other funds holding COF

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Able Wealth Management's COF Position: Q1 2024 in Review

Able Wealth Management sold out of Capital One (COF) in Q1 2024, closing a stake of 600 shares — an estimated $78.7K sold.

Able Wealth Management first reported a position in COF in Q4 2023 and held it in 1 quarter. The position peaked at $78.7K in Q4 2023. 1,167 funds tracked by Wall St. Rank hold COF as of Q1 2024.

Able Wealth Management reported no remaining Capital One position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 600 Capital One shares in Q1 2024, an estimated $78.7K.
Able Wealth Management first reported a position in Capital One in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Capital One position peaked at $78.7K in Q4 2023.
1,167 funds tracked by Wall St. Rank held Capital One as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.