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Oxinas Partners Wealth Management’s Capital One COF Stock Holding History

Oxinas Partners 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
-1,325
Closed -$215K – 156
2021
Q3 		$215K Sell
1,325
-4,927
-79% -$804K 0.13% 138
2021
Q2 		$967K Buy
+6,252
New +$943K 0.55% 57

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxinas Partners Wealth Management's COF Position: Q4 2021 in Review

Oxinas Partners Wealth Management sold out of Capital One (COF) in Q4 2021, closing a stake of 1,325 shares — an estimated $215K sold.

Oxinas Partners Wealth Management first reported a position in COF in Q2 2021 and held it in 2 quarters. The position peaked at $967K in Q2 2021. 1,136 funds tracked by Wall St. Rank hold COF as of Q4 2021.

  • Oxinas Partners Wealth Management reported no remaining Capital One position as of Q4 2021 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 1,325 Capital One shares in Q4 2021, an estimated $215K.
  • Oxinas Partners Wealth Management first reported a position in Capital One in Q2 2021 and held it in 2 quarters.
  • Oxinas Partners Wealth Management's Capital One position peaked at $967K in Q2 2021.
  • 1,136 funds tracked by Wall St. Rank held Capital One as of Q4 2021.

Based on Oxinas Partners Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.