FWM
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ForthRight Wealth Management’s Capital One COF Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-146
Closed -$14K – 61
2020
Q4 		$14K Buy
+146
New +$12.4K 0.01% 107

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State Street
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DSA
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JP Morgan Chase
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Aristotle Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ForthRight Wealth Management's COF Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Capital One (COF) in Q1 2021, closing a stake of 146 shares — an estimated $14K sold.

ForthRight Wealth Management first reported a position in COF in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold COF as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Capital One position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 146 Capital One shares in Q1 2021, an estimated $14K.
  • ForthRight Wealth Management first reported a position in Capital One in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Capital One position peaked at $14K in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held Capital One as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.