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Sutton Wealth Advisors’s Capital One COF Stock Holding History

Sutton 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
2023
Q3 		$46.1K Sell
475
-43
-8% -$4.6K 0.02% 235
2023
Q2 		$56.7K Buy
518
+18
+4% +$1.8K 0.03% 211
2023
Q1 		$48.1K Buy
500
+2
+0.4% +$209 0.03% 206
2022
Q4 		$46.3K Hold
498
– – 0.02% 408
2022
Q3 		$45.9K Sell
498
-42
-8% -$4.47K 0.02% 395
2022
Q2 		$56.3K Buy
540
+39
+8% +$4.77K 0.02% 348
2022
Q1 		$65.8K Sell
501
-5
-1% -$729 0.02% 333
2021
Q4 		$73.4K Sell
506
-6
-1% -$927 0.02% 314
2021
Q3 		$82.9K Buy
512
+4
+0.8% +$653 0.03% 274
2021
Q2 		$78.6K Buy
508
+7
+1% +$1.06K 0.03% 287
2021
Q1 		$63.7K Buy
501
+3
+0.6% +$353 0.03% 330
2020
Q4 		$49.2K Buy
498
+13
+3% +$1.1K 0.02% 350
2020
Q3 		$34.9K Hold
485
– – 0.02% 388
2020
Q2 		$30.4K Buy
485
+270
+126% +$16.8K 0.02% 421
2020
Q1 		$10.8K Buy
215
+7
+3% +$615 0.01% 631
2019
Q4 		$21.4K Hold
208
– – 0.01% 579
2019
Q3 		$18.9K Hold
208
– – 0.01% 599
2019
Q2 		$18.9K Buy
208
+47
+29% +$4.2K 0.01% 597
2019
Q1 		$13.2K Hold
161
– – 0.01% 712
2018
Q4 		$12.2K Hold
161
– – 0.01% 687
2018
Q3 		$15.3K Hold
161
– – 0.01% 682
2018
Q2 		$14.8K Hold
161
– – 0.01% 714
2018
Q1 		$15.4K Hold
161
– – 0.01% 668
2017
Q4 		$16K Hold
161
– – 0.01% 630
2017
Q3 		$13.6K Hold
161
– – 0.01% 675
2017
Q2 		$13.3K Hold
161
– – 0.01% 674
2017
Q1 		$14K Hold
161
– – 0.01% 633
2016
Q4 		$14K Hold
161
– – 0.01% 602
2016
Q3 		$11.6K Hold
161
– – 0.01% 626
2016
Q2 		$10.2K Hold
161
– – 0.01% 621
2016
Q1 		$11.2K Buy
+161
New +$10.6K 0.01% 581

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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

Sutton Wealth Advisors's COF Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Capital One (COF) stake by 8.3% in Q3 2023, selling an estimated $4.6K and leaving 475 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #235.

Sutton Wealth Advisors first reported a position in COF in Q1 2016 and has held it in 31 quarters since. The position peaked at $82.9K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold COF as of Q3 2023.

  • Sutton Wealth Advisors held 475 shares of Capital One worth $46.1K as of Q3 2023.
  • Sutton Wealth Advisors sold 43 Capital One shares in Q3 2023, an estimated $4.6K.
  • Capital One made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #235 holding.
  • Sutton Wealth Advisors first reported a position in Capital One in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Capital One position peaked at $82.9K in Q3 2021.
  • 1,009 funds tracked by Wall St. Rank held Capital One as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.