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Delos Wealth Advisors’s Capital One COF Stock Holding History

Delos Wealth 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
Q3 		– Sell
-4
Closed -$554 – 226
2024
Q2 		$554 Hold
4
– – ﹤0.01% 293
2024
Q1 		$596 Sell
4
-2
-33% -$271 ﹤0.01% 291
2023
Q4 		$787 Hold
6
– – ﹤0.01% 205
2023
Q3 		$615 Hold
6
– – ﹤0.01% 268
2023
Q2 		$657 Hold
6
– – ﹤0.01% 259
2023
Q1 		$577 Hold
6
– – ﹤0.01% 285
2022
Q4 		$558 Hold
6
– – ﹤0.01% 291
2022
Q3 		$1K Buy
+6
New +$639 ﹤0.01% 217

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delos Wealth Advisors's COF Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Capital One (COF) in Q3 2024, closing a stake of 4 shares — an estimated $554 sold.

Delos Wealth Advisors first reported a position in COF in Q3 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 1,226 funds tracked by Wall St. Rank hold COF as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Capital One position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 4 Capital One shares in Q3 2024, an estimated $554.
  • Delos Wealth Advisors first reported a position in Capital One in Q3 2022 and held it in 8 quarters.
  • Delos Wealth Advisors's Capital One position peaked at $1K in Q3 2022.
  • 1,226 funds tracked by Wall St. Rank held Capital One as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.