Reston Wealth Management’s Capital One COF Stock Holding History

Reston 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
2024 Q4	–	Sell	-29	Closed	-$4.34K	–	139
2024 Q3	$4.34K	Buy	+29	New	+$4.13K	﹤0.01%	313
2022 Q2	–	Sell	-1,844	Closed	-$242K	–	62
2022 Q1	$242K	Buy	1,844 +7	+0.4%	+$1.02K	0.12%	49
2021 Q4	$267K	Buy	1,837 +6	+0.3%	+$927	0.13%	44
2021 Q3	$297K	Buy	1,831 +11	+0.6%	+$1.79K	0.15%	38
2021 Q2	$282K	Buy	1,820 +4	+0.2%	+$603	0.14%	38
2021 Q1	$231K	Buy	+1,816	New	+$214K	0.12%	47

Other funds holding COF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Reston Wealth Management's COF Position: Q4 2024 in Review

Reston Wealth Management sold out of Capital One (COF) in Q4 2024, closing a stake of 29 shares — an estimated $4.34K sold.

Reston Wealth Management first reported a position in COF in Q1 2021 and held it in 6 quarters. The position peaked at $297K in Q3 2021. 1,362 funds tracked by Wall St. Rank hold COF as of Q4 2024.

Reston Wealth Management reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 29 Capital One shares in Q4 2024, an estimated $4.34K.
Reston Wealth Management first reported a position in Capital One in Q1 2021 and held it in 6 quarters.
Reston Wealth Management's Capital One position peaked at $297K in Q3 2021.
1,362 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.