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TD Ameritrade Investment Management’s Capital One COF Stock Holding History

TD Ameritrade Investment 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
Q2 		– Sell
-102
Closed -$10K – 551
2023
Q1 		$10K Sell
102
-15
-13% -$1.57K ﹤0.01% 372
2022
Q4 		$11K Buy
+117
New +$11.5K ﹤0.01% 376
2022
Q3 		– Sell
-296
Closed -$31K – 592
2022
Q2 		$31K Sell
296
-187
-39% -$22.9K ﹤0.01% 340
2022
Q1 		$63K Sell
483
-375
-44% -$54.7K ﹤0.01% 329
2021
Q4 		$124K Buy
858
+168
+24% +$26K ﹤0.01% 275
2021
Q3 		$50K Sell
690
-223
-24% -$36.4K ﹤0.01% 329
2021
Q2 		$141K Buy
913
+259
+40% +$39.1K ﹤0.01% 257
2021
Q1 		$65K Hold
654
– – ﹤0.01% 309
2020
Q4 		$65K Sell
654
-36
-5% -$3.06K ﹤0.01% 309
2020
Q3 		$50K Buy
690
+11
+2% +$735 ﹤0.01% 329
2020
Q2 		$42K Sell
679
-39
-5% -$2.43K ﹤0.01% 326
2020
Q1 		$36K Buy
718
+182
+34% +$16K ﹤0.01% 322
2019
Q4 		$55K Sell
536
-20
-4% -$1.93K ﹤0.01% 304
2019
Q3 		$51K Sell
556
-87
-14% -$7.82K ﹤0.01% 287
2019
Q2 		$58K Buy
+643
New +$57.5K ﹤0.01% 246
2019
Q1 		– Sell
-662
Closed -$50K – 579
2018
Q4 		$50K Buy
662
+386
+140% +$33.4K ﹤0.01% 228
2018
Q3 		$26K Buy
276
+240
+667% +$23.3K ﹤0.01% 258
2018
Q2 		$3K Buy
+36
New +$3.41K ﹤0.01% 298

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TD Ameritrade Investment Management's COF Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Capital One (COF) in Q2 2023, closing a stake of 102 shares — an estimated $10K sold.

TD Ameritrade Investment Management first reported a position in COF in Q2 2018 and held it in 18 quarters. The position peaked at $141K in Q2 2021. 1,018 funds tracked by Wall St. Rank hold COF as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining Capital One position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 102 Capital One shares in Q2 2023, an estimated $10K.
  • TD Ameritrade Investment Management first reported a position in Capital One in Q2 2018 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Capital One position peaked at $141K in Q2 2021.
  • 1,018 funds tracked by Wall St. Rank held Capital One as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.