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Jamison Private Wealth Management’s Capital One COF Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-418
Closed -$62.6K – 253
2024
Q3 		$62.6K Buy
+418
New +$59.5K 0.01% 240
2024
Q2 		– Sell
-5
Closed -$745 – 446
2024
Q1 		$745 Buy
+5
New +$677 ﹤0.01% 438

Other funds holding COF

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jamison Private Wealth Management's COF Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Capital One (COF) in Q4 2024, closing a stake of 418 shares — an estimated $62.6K sold.

Jamison Private Wealth Management first reported a position in COF in Q1 2024 and held it in 2 quarters. The position peaked at $62.6K in Q3 2024. 1,358 funds tracked by Wall St. Rank hold COF as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 418 Capital One shares in Q4 2024, an estimated $62.6K.
  • Jamison Private Wealth Management first reported a position in Capital One in Q1 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's Capital One position peaked at $62.6K in Q3 2024.
  • 1,358 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.