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Evolution Wealth Advisors’s Capital One COF Stock Holding History

Evolution 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
2021
Q4 		– Sell
-43
Closed -$7K – 254
2021
Q3 		$7K Hold
43
– – ﹤0.01% 449
2021
Q2 		$7K Hold
43
– – ﹤0.01% 454
2021
Q1 		$5K Hold
43
– – ﹤0.01% 518
2020
Q4 		$4K Sell
43
-430
-91% -$36.6K ﹤0.01% 470
2020
Q3 		$34K Buy
473
+430
+1,000% +$28.7K 0.01% 216
2020
Q2 		$3K Buy
+43
New +$2.68K ﹤0.01% 424
2020
Q1 		– Sell
-73
Closed -$8K – 375
2019
Q4 		$8K Sell
73
-63
-46% -$6.07K ﹤0.01% 329
2019
Q3 		$12K Buy
136
+71
+109% +$6.38K 0.01% 150
2019
Q2 		$6K Buy
+65
New +$5.81K ﹤0.01% 230

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's COF Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Capital One (COF) in Q4 2021, closing a stake of 43 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in COF in Q2 2019 and held it in 9 quarters. The position peaked at $34K in Q3 2020. 1,139 funds tracked by Wall St. Rank hold COF as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 43 Capital One shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Capital One in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Capital One position peaked at $34K in Q3 2020.
  • 1,139 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.