Clear Point Advisors’s Capital One COF Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-218	Closed	-$32.6K	–	196
2024 Q3	$32.6K	Buy	218 +1	+0.5%	+$142	0.03%	238
2024 Q2	$30K	Buy	217 +1	+0.5%	+$140	0.02%	234
2024 Q1	$32.1K	Buy	216 +1	+0.5%	+$135	0.03%	235
2023 Q4	$28.2K	Buy	+215	New	+$23.2K	0.02%	232

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Clear Point Advisors's COF Position: Q4 2024 in Review

Clear Point Advisors sold out of Capital One (COF) in Q4 2024, closing a stake of 218 shares — an estimated $32.6K sold.

Clear Point Advisors first reported a position in COF in Q4 2023 and held it in 4 quarters. The position peaked at $32.6K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold COF as of Q4 2024.

Clear Point Advisors reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 218 Capital One shares in Q4 2024, an estimated $32.6K.
Clear Point Advisors first reported a position in Capital One in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Capital One position peaked at $32.6K in Q3 2024.
1,362 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.