EWA
COF icon

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 $5.72T AUM 30.48% 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 $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return