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TFO Wealth Partners’s Capital One COF Stock Holding History

TFO 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
2024
Q2 		– Sell
-1
Closed -$149 – 206
2024
Q1 		$149 Hold
1
– – ﹤0.01% 563
2023
Q4 		$131 Sell
1
-2
-67% -$216 ﹤0.01% 748
2023
Q3 		$328 Buy
3
+2
+200% +$214 ﹤0.01% 617
2023
Q2 		$109 Hold
1
– – ﹤0.01% 646
2023
Q1 		$96 Sell
1
-3
-75% -$314 ﹤0.01% 654
2022
Q4 		$83 Buy
+4
New +$393 ﹤0.01% 807
2022
Q3 		– Sell
-33
Closed -$3K – 206
2022
Q2 		$3K Buy
+33
New +$4.03K ﹤0.01% 257

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

TFO Wealth Partners's COF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Capital One (COF) in Q2 2024, closing a stake of 1 share — an estimated $149 sold.

TFO Wealth Partners first reported a position in COF in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 1,198 funds tracked by Wall St. Rank hold COF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Capital One position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Capital One share in Q2 2024, an estimated $149.
  • TFO Wealth Partners first reported a position in Capital One in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Capital One position peaked at $3K in Q2 2022.
  • 1,198 funds tracked by Wall St. Rank held Capital One as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.