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Sowa Financial Group’s Capital One COF Stock Holding History

Sowa 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
Q1 		– Sell
-400
Closed -$40K – 106
2020
Q4 		$40K Hold
400
– – 0.03% 140
2020
Q3 		$29K Hold
400
– – 0.02% 147
2020
Q2 		$25K Hold
400
– – 0.02% 153
2020
Q1 		$20K Hold
400
– – 0.02% 154
2019
Q4 		$41K Buy
+400
New +$38.5K 0.03% 128

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowa Financial Group's COF Position: Q1 2021 in Review

Sowa Financial Group sold out of Capital One (COF) in Q1 2021, closing a stake of 400 shares — an estimated $40K sold.

Sowa Financial Group first reported a position in COF in Q4 2019 and held it in 5 quarters. The position peaked at $41K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold COF as of Q1 2021.

  • Sowa Financial Group reported no remaining Capital One position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 400 Capital One shares in Q1 2021, an estimated $40K.
  • Sowa Financial Group first reported a position in Capital One in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Capital One position peaked at $41K in Q4 2019.
  • 1,016 funds tracked by Wall St. Rank held Capital One as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.