Better Money Decisions’s Capital One COF Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-186	Closed	-$19K	–	125
2022 Q2	$19K	Buy	+186	New	+$22.7K	0.02%	233
2021 Q4	–	Sell	-186	Closed	-$30K	–	164
2021 Q3	$30K	Sell	186 -13	-7%	-$2.12K	0.02%	212
2021 Q2	$31K	Hold	199	–	–	0.03%	201
2021 Q1	$25K	Buy	+199	New	+$23.4K	0.03%	196

Other funds holding COF

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DSA

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Better Money Decisions's COF Position: Q3 2022 in Review

Better Money Decisions sold out of Capital One (COF) in Q3 2022, closing a stake of 186 shares — an estimated $19K sold.

Better Money Decisions first reported a position in COF in Q1 2021 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 997 funds tracked by Wall St. Rank hold COF as of Q3 2022.

Better Money Decisions reported no remaining Capital One position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 186 Capital One shares in Q3 2022, an estimated $19K.
Better Money Decisions first reported a position in Capital One in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Capital One position peaked at $31K in Q2 2021.
997 funds tracked by Wall St. Rank held Capital One as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.