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Heritage Wealth Management (Arizona)’s Capital One COF Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$8.37K Buy
90
+68
+309% +$6.69K ﹤0.01% 798
2022
Q3 		$2K Buy
+22
New +$2.34K ﹤0.01% 863

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s COF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Capital One (COF) stake by 309% in Q4 2022, buying an estimated $6.69K and bringing the position to 90 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Heritage Wealth Management (Arizona) first reported a position in COF in Q3 2022 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold COF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 90 shares of Capital One worth $8.37K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 68 Capital One shares in Q4 2022, an estimated $6.69K.
  • Capital One made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #798 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Capital One in Q3 2022 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Capital One as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.