JPLA
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Joseph P. Lucia & Associates’s Capital One COF Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-150
Closed -$9K – 151
2020
Q2 		$9K Buy
+150
New +$9.34K 0.01% 319

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Joseph P. Lucia & Associates's COF Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Capital One (COF) in Q3 2020, closing a stake of 150 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in COF in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 817 funds tracked by Wall St. Rank hold COF as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Capital One position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 150 Capital One shares in Q3 2020, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in Capital One in Q2 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Capital One position peaked at $9K in Q2 2020.
  • 817 funds tracked by Wall St. Rank held Capital One as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.