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Financial Synergies Wealth Advisors’s Capital One COF Stock Holding History

Financial Synergies 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
2022
Q3 		– Sell
-14
Closed -$1.46K – 482
2022
Q2 		$1.46K Buy
+14
New +$1.71K ﹤0.01% 276

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Synergies Wealth Advisors's COF Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Capital One (COF) in Q3 2022, closing a stake of 14 shares — an estimated $1.46K sold.

Financial Synergies Wealth Advisors first reported a position in COF in Q2 2022 and held it in 1 quarter. The position peaked at $1.46K in Q2 2022. 995 funds tracked by Wall St. Rank hold COF as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Capital One position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 14 Capital One shares in Q3 2022, an estimated $1.46K.
  • Financial Synergies Wealth Advisors first reported a position in Capital One in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Capital One position peaked at $1.46K in Q2 2022.
  • 995 funds tracked by Wall St. Rank held Capital One as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.