JF
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Joule Financial’s Capital One COF Stock Holding History

Joule Financial’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
-3,789
Closed -$567K – 109
2024
Q3 		$567K Sell
3,789
-93
-2% -$13.2K 0.21% 56
2024
Q2 		$537K Buy
3,882
+83
+2% +$11.6K 0.22% 54
2024
Q1 		$566K Buy
3,799
+208
+6% +$28.2K 0.23% 46
2023
Q4 		$471K Buy
+3,591
New +$387K 0.22% 56
2022
Q4 		– Sell
-2,431
Closed -$224K – 101
2022
Q3 		$224K Buy
2,431
+237
+11% +$25.2K 0.17% 78
2022
Q2 		$229K Buy
+2,194
New +$268K 0.18% 68

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Joule Financial's COF Position: Q4 2024 in Review

Joule Financial sold out of Capital One (COF) in Q4 2024, closing a stake of 3,789 shares — an estimated $567K sold.

Joule Financial first reported a position in COF in Q2 2022 and held it in 6 quarters. The position peaked at $567K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold COF as of Q4 2024.

  • Joule Financial reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
  • Joule Financial sold 3,789 Capital One shares in Q4 2024, an estimated $567K.
  • Joule Financial first reported a position in Capital One in Q2 2022 and held it in 6 quarters.
  • Joule Financial's Capital One position peaked at $567K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Joule Financial's 13F filing for Q4 2024, filed 15 Jan 2025.