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Kowal Investment Group’s Choiceone Financial COFS Stock Holding History

Kowal Investment Group’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,715
Closed -$67K – 286
2021
Q3 		$67K Buy
+2,715
New +$66.7K 0.02% 210

Other funds holding COFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kowal Investment Group's COFS Position: Q4 2021 in Review

Kowal Investment Group sold out of Choiceone Financial (COFS) in Q4 2021, closing a stake of 2,715 shares — an estimated $67K sold.

Kowal Investment Group first reported a position in COFS in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 26 funds tracked by Wall St. Rank hold COFS as of Q4 2021.

  • Kowal Investment Group reported no remaining Choiceone Financial position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,715 Choiceone Financial shares in Q4 2021, an estimated $67K.
  • Kowal Investment Group first reported a position in Choiceone Financial in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Choiceone Financial position peaked at $67K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.