Pinnacle Wealth Advisors’s Capital One COF Stock Holding History

Pinnacle 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
2021 Q2	$13.2M	Buy	+85,210	New	+$12.9M	0.53%	63

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's COF Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Capital One (COF) in Q2 2021: 85,210 shares worth $13.2M. The stake represents 0.53% of the portfolio and ranks #63 among its holdings.

1,117 funds tracked by Wall St. Rank hold COF as of Q2 2021.

Pinnacle Wealth Advisors held 85,210 shares of Capital One worth $13.2M as of Q2 2021.
Capital One was a new Pinnacle Wealth Advisors position in Q2 2021.
Capital One made up 0.53% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #63 holding.
1,117 funds tracked by Wall St. Rank held Capital One as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.