Core Wealth Advisors (Florida)’s Capital One COF Stock Holding History

Core Wealth Advisors (Florida)’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
2020 Q4	–	Sell	-4	Closed	–	–	180
2020 Q3	$0	Buy	+4	New	+$267	﹤0.01%	164

Other funds holding COF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DSA

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Core Wealth Advisors (Florida)'s COF Position: Q4 2020 in Review

Core Wealth Advisors (Florida) sold out of Capital One (COF) in Q4 2020, closing a stake of 4 shares.

Core Wealth Advisors (Florida) first reported a position in COF in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 922 funds tracked by Wall St. Rank hold COF as of Q4 2020.

Core Wealth Advisors (Florida) reported no remaining Capital One position as of Q4 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 4 Capital One shares in Q4 2020.
Core Wealth Advisors (Florida) first reported a position in Capital One in Q3 2020 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s Capital One position peaked at $0 in Q3 2020.
922 funds tracked by Wall St. Rank held Capital One as of Q4 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2020, filed 5 Feb 2021.