Wipfli Financial Advisors’s Capital One COF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$350K	Buy	+3,801	New	+$405K	0.02%	294

Other funds holding COF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSA

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wipfli Financial Advisors's COF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Capital One (COF) in Q3 2022: 3,801 shares worth $350K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings.

994 funds tracked by Wall St. Rank hold COF as of Q3 2022.

Wipfli Financial Advisors held 3,801 shares of Capital One worth $350K as of Q3 2022.
Capital One was a new Wipfli Financial Advisors position in Q3 2022.
Capital One made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #294 holding.
994 funds tracked by Wall St. Rank held Capital One as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.