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Northwest Financial Advisors’s Capital One COF Stock Holding History

Northwest 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
Q4 		– Sell
-347
Closed -$52K – 191
2024
Q3 		$52K Buy
+347
New +$49.4K 0.04% 218
2024
Q1 		– Sell
-307
Closed -$40.3K – 169
2023
Q4 		$40.3K Buy
+307
New +$33.1K 0.03% 237

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 $3.38T AUM 44.17% 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

Northwest Financial Advisors's COF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Capital One (COF) in Q4 2024, closing a stake of 347 shares — an estimated $52K sold.

Northwest Financial Advisors first reported a position in COF in Q4 2023 and held it in 2 quarters. The position peaked at $52K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold COF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 347 Capital One shares in Q4 2024, an estimated $52K.
  • Northwest Financial Advisors first reported a position in Capital One in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Capital One position peaked at $52K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.