Buckingham Strategic Wealth’s Capital One COF Stock Holding History

Buckingham Strategic Wealth’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 Q2	$204K	Sell	1,472 -33	-2%	-$4.63K	﹤0.01%	705
2024 Q1	$224K	Buy	+1,505	New	+$204K	﹤0.01%	678
2022 Q2	–	Sell	-1,557	Closed	-$204K	–	617
2022 Q1	$204K	Buy	+1,557	New	+$227K	﹤0.01%	565
2021 Q4	–	Sell	-1,385	Closed	-$224K	–	606
2021 Q3	$224K	Buy	1,385 +58	+4%	+$9.46K	﹤0.01%	534
2021 Q2	$205K	Buy	+1,327	New	+$200K	﹤0.01%	563
2020 Q1	–	Sell	-2,340	Closed	-$241K	–	470
2019 Q4	$241K	Buy	2,340 +142	+6%	+$13.7K	0.02%	399
2019 Q3	$200K	Sell	2,198 -351	-14%	-$31.6K	0.02%	405
2019 Q2	$231K	Buy	+2,549	New	+$228K	0.03%	391
2018 Q4	–	Sell	-2,332	Closed	-$221K	–	358
2018 Q3	$221K	Buy	+2,332	New	+$227K	0.03%	329
2017 Q3	–	Sell	-2,434	Closed	-$201K	–	292
2017 Q2	$201K	Sell	2,434 -12	-0.5%	-$975	0.05%	282
2017 Q1	$212K	Buy	+2,446	New	+$218K	0.06%	236

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

DSA

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

Buckingham Strategic Wealth's COF Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Capital One (COF) stake by 2.2% in Q2 2024, selling an estimated $4.63K and leaving 1,472 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Buckingham Strategic Wealth first reported a position in COF in Q1 2017 and has held it in 11 quarters since. The position peaked at $241K in Q4 2019. 1,198 funds tracked by Wall St. Rank hold COF as of Q2 2024.

Buckingham Strategic Wealth held 1,472 shares of Capital One worth $204K as of Q2 2024.
Buckingham Strategic Wealth sold 33 Capital One shares in Q2 2024, an estimated $4.63K.
Capital One made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #705 holding.
Buckingham Strategic Wealth first reported a position in Capital One in Q1 2017 and has held it in 11 quarters since.
Buckingham Strategic Wealth's Capital One position peaked at $241K in Q4 2019.
1,198 funds tracked by Wall St. Rank held Capital One as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.