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WealthPLAN Partners’s Capital One COF Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-84
Closed -$9.19K – 458
2023
Q2 		$9.19K Buy
84
+54
+180% +$5.41K ﹤0.01% 806
2023
Q1 		$2.88K Buy
+30
New +$3.14K ﹤0.01% 1087
2016
Q3 		$108K Sell
1,487
-1,836
-55% -$126K 0.04% 226
2016
Q2 		$94.4K Buy
+3,323
New +$231K 0.01% 628
2015
Q4 		$29.4K Buy
+1,875
New +$144K ﹤0.01% 772
2015
Q2 		$26K Hold
300
– – 0.01% 232
2015
Q1 		$24K Buy
+300
New +$23.6K 0.01% 305

Other funds holding COF

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
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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 $1.47T AUM 27.86% 1-Year Est. Return