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Investment Research & Advisory Group’s Capital One COF Stock Holding History

Investment Research & Advisory Group’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
2023
Q4 		– Sell
-200
Closed -$19.4K – 226
2023
Q3 		$19.4K Buy
+200
New +$21.4K 0.01% 124

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Investment Research & Advisory Group's COF Position: Q4 2023 in Review

Investment Research & Advisory Group sold out of Capital One (COF) in Q4 2023, closing a stake of 200 shares — an estimated $19.4K sold.

Investment Research & Advisory Group first reported a position in COF in Q3 2023 and held it in 1 quarter. The position peaked at $19.4K in Q3 2023. 1,140 funds tracked by Wall St. Rank hold COF as of Q4 2023.

  • Investment Research & Advisory Group reported no remaining Capital One position as of Q4 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 200 Capital One shares in Q4 2023, an estimated $19.4K.
  • Investment Research & Advisory Group first reported a position in Capital One in Q3 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Capital One position peaked at $19.4K in Q3 2023.
  • 1,140 funds tracked by Wall St. Rank held Capital One as of Q4 2023.

Based on Investment Research & Advisory Group's 13F filing for Q4 2023, filed 18 Jan 2024.