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Paces Ferry Wealth Advisors’s Capital One COF Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-72
Closed -$5K – 324
2020
Q3 		$5K Buy
+72
New +$4.81K ﹤0.01% 520

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Paces Ferry Wealth Advisors's COF Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Capital One (COF) in Q4 2020, closing a stake of 72 shares — an estimated $5K sold.

Paces Ferry Wealth Advisors first reported a position in COF in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 923 funds tracked by Wall St. Rank hold COF as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Capital One position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 72 Capital One shares in Q4 2020, an estimated $5K.
  • Paces Ferry Wealth Advisors first reported a position in Capital One in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Capital One position peaked at $5K in Q3 2020.
  • 923 funds tracked by Wall St. Rank held Capital One as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.