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ShoreHaven Wealth Partners’s Capital One COF Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-21
Closed -$3K – 102
2021
Q1 		$3K Buy
21
+3
+17% +$353 ﹤0.01% 233
2020
Q4 		$2K Buy
+18
New +$1.53K ﹤0.01% 219

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's COF Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Capital One (COF) in Q2 2021, closing a stake of 21 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in COF in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 1,119 funds tracked by Wall St. Rank hold COF as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Capital One position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 21 Capital One shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Capital One in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Capital One position peaked at $3K in Q1 2021.
  • 1,119 funds tracked by Wall St. Rank held Capital One as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.