OWA
CONE

Octavia Wealth Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

Octavia Wealth Advisors’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,293
Closed -$929K – 211
2021
Q4 		$929K Hold
10,293
– – 0.2% 67
2021
Q3 		$802K Hold
10,293
– – 0.21% 68
2021
Q2 		$741K Hold
10,293
– – 0.2% 71
2021
Q1 		$702K Hold
10,293
– – 0.21% 73
2020
Q4 		$758K Buy
+10,293
New +$747K 0.25% 70

Other funds holding CONE

JCM
Jag Capital Management St Louis, Missouri $889M AUM 42.63% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Octavia Wealth Advisors's CONE Position: Q1 2022 in Review

Octavia Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q1 2022, closing a stake of 10,293 shares — an estimated $929K sold.

Octavia Wealth Advisors first reported a position in CONE in Q4 2020 and held it in 5 quarters. The position peaked at $929K in Q4 2021. 3 funds tracked by Wall St. Rank hold CONE as of Q1 2022.

  • Octavia Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q1 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 10,293 CyrusOne Inc Common Stock shares in Q1 2022, an estimated $929K.
  • Octavia Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q4 2020 and held it in 5 quarters.
  • Octavia Wealth Advisors's CyrusOne Inc Common Stock position peaked at $929K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2022.

Based on Octavia Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.