Liberty Wealth Management’s Capital One COF Stock Holding History

Liberty 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
2021 Q4	–	Sell	-38	Closed	-$6K	–	338
2021 Q3	$6K	Hold	38	–	–	﹤0.01%	907
2021 Q2	$6K	Buy	38 +30	+375%	+$4.53K	﹤0.01%	750
2021 Q1	$0	Hold	8	–	–	﹤0.01%	942
2020 Q4	$0	Buy	+8	New	+$680	﹤0.01%	956
2020 Q2	–	Sell	-13	Closed	-$1K	–	874
2020 Q1	$1K	Buy	+13	New	+$1.14K	﹤0.01%	776
2019 Q1	–	Sell	-49	Closed	-$3K	–	751
2018 Q4	$3K	Buy	+49	New	+$4.24K	﹤0.01%	623

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's COF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Capital One (COF) in Q4 2021, closing a stake of 38 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in COF in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 1,139 funds tracked by Wall St. Rank hold COF as of Q4 2021.

Liberty Wealth Management reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 38 Capital One shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in Capital One in Q4 2018 and held it in 6 quarters.
Liberty Wealth Management's Capital One position peaked at $6K in Q3 2021.
1,139 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.