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Piershale Financial Group’s Capital One COF Stock Holding History

Piershale Financial 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
2021
Q3 		– Sell
-18,201
Closed -$2.82M – 31
2021
Q2 		$2.82M Buy
+18,201
New +$2.75M 1.11% 16

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Piershale Financial Group's COF Position: Q3 2021 in Review

Piershale Financial Group sold out of Capital One (COF) in Q3 2021, closing a stake of 18,201 shares — an estimated $2.82M sold.

Piershale Financial Group first reported a position in COF in Q2 2021 and held it in 1 quarter. The position peaked at $2.82M in Q2 2021. 1,099 funds tracked by Wall St. Rank hold COF as of Q3 2021.

  • Piershale Financial Group reported no remaining Capital One position as of Q3 2021 after selling out during the quarter.
  • Piershale Financial Group sold 18,201 Capital One shares in Q3 2021, an estimated $2.82M.
  • Piershale Financial Group first reported a position in Capital One in Q2 2021 and held it in 1 quarter.
  • Piershale Financial Group's Capital One position peaked at $2.82M in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Capital One as of Q3 2021.

Based on Piershale Financial Group's 13F filing for Q3 2021, filed 20 Oct 2021.