Altavista Wealth Management’s Capital One COF Stock Holding History

Altavista 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
2021 Q4	$595K	Hold	4,100	–	–	0.12%	117
2021 Q3	$664K	Sell	4,100 -900	-18%	-$147K	0.15%	103
2021 Q2	$773K	Hold	5,000	–	–	0.17%	95
2021 Q1	$636K	Hold	5,000	–	–	0.16%	99
2020 Q4	$494K	Hold	5,000	–	–	0.13%	109
2020 Q3	$359K	Hold	5,000	–	–	0.1%	128
2020 Q2	$313K	Sell	5,000 -570	-10%	-$35.5K	0.09%	130
2020 Q1	$281K	Hold	5,570	–	–	0.1%	129
2019 Q4	$573K	Hold	5,570	–	–	0.17%	97
2019 Q3	$507K	Buy	+5,570	New	+$501K	0.16%	101

Other funds holding COF

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altavista Wealth Management's COF Position: Q4 2021 in Review

Altavista Wealth Management held its Capital One (COF) position steady in Q4 2021 at 4,100 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #117.

Altavista Wealth Management first reported a position in COF in Q3 2019 and has held it in 10 quarters since. The position peaked at $773K in Q2 2021. 1,137 funds tracked by Wall St. Rank hold COF as of Q4 2021.

Altavista Wealth Management held 4,100 shares of Capital One worth $595K as of Q4 2021.
Altavista Wealth Management left its Capital One share count unchanged in Q4 2021.
Capital One made up 0.12% of Altavista Wealth Management's portfolio in Q4 2021, its #117 holding.
Altavista Wealth Management first reported a position in Capital One in Q3 2019 and has held it in 10 quarters since.
Altavista Wealth Management's Capital One position peaked at $773K in Q2 2021.
1,137 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.