GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Capital One COF Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-89
Closed -$14K – 441
2021
Q3 		$14K Buy
+89
New +$14.5K ﹤0.01% 577

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 $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 $3.37T AUM 44.26% 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

Gerber Kawasaki Wealth & Investment Management's COF Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Capital One (COF) in Q4 2021, closing a stake of 89 shares — an estimated $14K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in COF in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,137 funds tracked by Wall St. Rank hold COF as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 89 Capital One shares in Q4 2021, an estimated $14K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital One in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Capital One position peaked at $14K in Q3 2021.
  • 1,137 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.