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McClarren Financial Advisors’s Capital One COF Stock Holding History

McClarren Financial Advisors’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
Q1 		– Sell
-252
Closed -$33K – 358
2023
Q4 		$33K Buy
252
+2
+0.8% +$216 0.03% 191
2023
Q3 		$24K Buy
250
+1
+0.4% +$107 0.02% 198
2023
Q2 		$27K Buy
249
+2
+0.8% +$200 0.02% 198
2023
Q1 		$23K Buy
247
+1
+0.4% +$105 0.02% 196
2022
Q4 		$22K Buy
246
+1
+0.4% +$98 0.02% 204
2022
Q3 		$22K Buy
+245
New +$26.1K 0.02% 188
2022
Q2 		– Sell
-242
Closed -$31K – 71
2022
Q1 		$31K Hold
242
– – 0.02% 150
2021
Q4 		$36K Buy
242
+2
+0.8% +$309 0.02% 158
2021
Q3 		$38K Buy
240
+1
+0.4% +$163 0.03% 134
2021
Q2 		$36K Buy
+239
New +$36.1K 0.03% 140

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

McClarren Financial Advisors's COF Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Capital One (COF) in Q1 2024, closing a stake of 252 shares — an estimated $33K sold.

McClarren Financial Advisors first reported a position in COF in Q2 2021 and held it in 10 quarters. The position peaked at $38K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold COF as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Capital One position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 252 Capital One shares in Q1 2024, an estimated $33K.
  • McClarren Financial Advisors first reported a position in Capital One in Q2 2021 and held it in 10 quarters.
  • McClarren Financial Advisors's Capital One position peaked at $38K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Capital One as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.