RCWM
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Royal Capital Wealth Management’s Capital One COF Stock Holding History

Royal Capital 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
2023
Q3 		– Sell
-6,000
Closed -$656K – 95
2023
Q2 		$656K Buy
+6,000
New +$601K 0.62% 34

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Capital Wealth Management's COF Position: Q3 2023 in Review

Royal Capital Wealth Management sold out of Capital One (COF) in Q3 2023, closing a stake of 6,000 shares — an estimated $656K sold.

Royal Capital Wealth Management first reported a position in COF in Q2 2023 and held it in 1 quarter. The position peaked at $656K in Q2 2023. 1,008 funds tracked by Wall St. Rank hold COF as of Q3 2023.

  • Royal Capital Wealth Management reported no remaining Capital One position as of Q3 2023 after selling out during the quarter.
  • Royal Capital Wealth Management sold 6,000 Capital One shares in Q3 2023, an estimated $656K.
  • Royal Capital Wealth Management first reported a position in Capital One in Q2 2023 and held it in 1 quarter.
  • Royal Capital Wealth Management's Capital One position peaked at $656K in Q2 2023.
  • 1,008 funds tracked by Wall St. Rank held Capital One as of Q3 2023.

Based on Royal Capital Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.