Truepoint Inc’s Capital One COF Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,177	Closed	-$285K	–	146
2023 Q4	$285K	Buy	+2,177	New	+$235K	0.01%	179

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Truepoint Inc's COF Position: Q1 2024 in Review

Truepoint Inc sold out of Capital One (COF) in Q1 2024, closing a stake of 2,177 shares — an estimated $285K sold.

Truepoint Inc first reported a position in COF in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 1,164 funds tracked by Wall St. Rank hold COF as of Q1 2024.

Truepoint Inc reported no remaining Capital One position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 2,177 Capital One shares in Q1 2024, an estimated $285K.
Truepoint Inc first reported a position in Capital One in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Capital One position peaked at $285K in Q4 2023.
1,164 funds tracked by Wall St. Rank held Capital One as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.