West Tower Group’s Capital One COF Stock Holding History

West Tower Group’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 Q4	–	Sell	-435	Closed	-$42.2K	–	562
2023 Q3	$42.2K	Buy	435 +152	+54%	+$16.2K	0.02%	231
2023 Q2	$31K	Buy	+283	New	+$28.3K	0.02%	283

Other funds holding COF

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

West Tower Group's COF Position: Q4 2023 in Review

West Tower Group sold out of Capital One (COF) in Q4 2023, closing a stake of 435 shares — an estimated $42.2K sold.

West Tower Group first reported a position in COF in Q2 2023 and held it in 2 quarters. The position peaked at $42.2K in Q3 2023. 1,140 funds tracked by Wall St. Rank hold COF as of Q4 2023.

West Tower Group reported no remaining Capital One position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 435 Capital One shares in Q4 2023, an estimated $42.2K.
West Tower Group first reported a position in Capital One in Q2 2023 and held it in 2 quarters.
West Tower Group's Capital One position peaked at $42.2K in Q3 2023.
1,140 funds tracked by Wall St. Rank held Capital One as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.