PAG
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Paladin Advisory Group’s Capital One COF Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-100
Closed -$9.3K – 309
2022
Q4 		$9.3K Hold
100
– – 0.01% 220
2022
Q3 		$9K Hold
100
– – 0.01% 221
2022
Q2 		$10K Buy
+100
New +$12.2K 0.01% 222
2022
Q1 		– Sell
-100
Closed -$14K – 321
2021
Q4 		$14K Buy
+100
New +$15.4K 0.01% 225

Other funds holding COF

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Paladin Advisory Group's COF Position: Q4 2023 in Review

Paladin Advisory Group sold out of Capital One (COF) in Q4 2023, closing a stake of 100 shares — an estimated $9.71K sold.

Paladin Advisory Group first reported a position in COF in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 1,139 funds tracked by Wall St. Rank hold COF as of Q4 2023.

  • Paladin Advisory Group reported no remaining Capital One position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 100 Capital One shares in Q4 2023, an estimated $9.71K.
  • Paladin Advisory Group first reported a position in Capital One in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's Capital One position peaked at $13K in Q1 2022.
  • 1,139 funds tracked by Wall St. Rank held Capital One as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.