Guidance Point Advisors’s Capital One COF Stock Holding History

Guidance Point 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	-33	Closed	-$5K	–	152
2021 Q3	$5K	Buy	+33	New	+$5.38K	﹤0.01%	326

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidance Point Advisors's COF Position: Q4 2021 in Review

Guidance Point Advisors sold out of Capital One (COF) in Q4 2021, closing a stake of 33 shares — an estimated $5K sold.

Guidance Point Advisors first reported a position in COF in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold COF as of Q4 2021.

Guidance Point Advisors reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 33 Capital One shares in Q4 2021, an estimated $5K.
Guidance Point Advisors first reported a position in Capital One in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Capital One position peaked at $5K in Q3 2021.
1,136 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

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