Cox Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cox Capital Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-47	Closed	-$14K	–	186
2020 Q1	$14K	Buy	+47	New	+$13.2K	0.01%	137

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Cox Capital Management's VOO Position: Q2 2020 in Review

Cox Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2020, closing a stake of 47 shares — an estimated $14K sold.

Cox Capital Management first reported a position in VOO in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 1,426 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

Cox Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 47 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $14K.
Cox Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Vanguard S&P 500 ETF position peaked at $14K in Q1 2020.
1,426 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.