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Tyler-Stone Wealth Management’s Capital One COF Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-37
Closed -$5.12K – 430
2024
Q2 		$5.12K Hold
37
– – ﹤0.01% 756
2024
Q1 		$5.51K Hold
37
– – ﹤0.01% 738
2023
Q4 		$4.85K Hold
37
– – ﹤0.01% 735
2023
Q3 		$4K Hold
37
– – ﹤0.01% 734
2023
Q2 		$4K Buy
+37
New +$3.71K ﹤0.01% 724
2022
Q4 		$3K Hold
37
– – ﹤0.01% 709
2022
Q3 		$3K Hold
37
– – ﹤0.01% 703
2022
Q2 		$4K Hold
37
– – ﹤0.01% 685
2022
Q1 		$5K Hold
37
– – ﹤0.01% 664
2021
Q4 		$5K Buy
+37
New +$5.72K ﹤0.01% 695

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Tyler-Stone Wealth Management's COF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Capital One (COF) in Q3 2024, closing a stake of 37 shares — an estimated $5.12K sold.

Tyler-Stone Wealth Management first reported a position in COF in Q4 2021 and held it in 10 quarters. The position peaked at $5.51K in Q1 2024. 1,226 funds tracked by Wall St. Rank hold COF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Capital One position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 37 Capital One shares in Q3 2024, an estimated $5.12K.
  • Tyler-Stone Wealth Management first reported a position in Capital One in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Capital One position peaked at $5.51K in Q1 2024.
  • 1,226 funds tracked by Wall St. Rank held Capital One as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.