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Aveo Capital Partners’s Capital One COF Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-1,639
Closed -$292K – 208
2024
Q4 		$292K Buy
1,639
+48
+3% +$8.31K 0.03% 292
2024
Q3 		$238K Buy
+1,591
New +$227K 0.03% 307
2023
Q4 		– Sell
-8,836
Closed -$858K – 344
2023
Q3 		$858K Buy
8,836
+3,801
+75% +$406K 0.11% 138
2023
Q2 		$551K Buy
5,035
+15
+0.3% +$1.5K 0.07% 191
2023
Q1 		$483K Sell
5,020
-15,969
-76% -$1.67M 0.06% 197
2022
Q4 		$1.95M Buy
+20,989
New +$2.06M 0.29% 81
2022
Q3 		– Sell
-3,488
Closed -$363K – 273
2022
Q2 		$363K Buy
+3,488
New +$426K 0.06% 207

Other funds holding COF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aveo Capital Partners's COF Position: Q1 2025 in Review

Aveo Capital Partners sold out of Capital One (COF) in Q1 2025, closing a stake of 1,639 shares — an estimated $292K sold.

Aveo Capital Partners first reported a position in COF in Q2 2022 and held it in 7 quarters. The position peaked at $1.95M in Q4 2022. 1,401 funds tracked by Wall St. Rank hold COF as of Q1 2025.

  • Aveo Capital Partners reported no remaining Capital One position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,639 Capital One shares in Q1 2025, an estimated $292K.
  • Aveo Capital Partners first reported a position in Capital One in Q2 2022 and held it in 7 quarters.
  • Aveo Capital Partners's Capital One position peaked at $1.95M in Q4 2022.
  • 1,401 funds tracked by Wall St. Rank held Capital One as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.