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WR Wealth Planners’s Capital One COF Stock Holding History

WR Wealth Planners’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
Q4 		$36.7K Buy
206
+39
+23% +$6.75K 0.01% 355
2024
Q3 		$25K Buy
167
+56
+50% +$7.97K 0.01% 444
2024
Q2 		$15.4K Buy
111
+41
+59% +$5.75K ﹤0.01% 497
2024
Q1 		$10.4K Buy
+70
New +$9.48K ﹤0.01% 589
2023
Q4 		– Sell
-80
Closed -$7.76K – 309
2023
Q3 		$7.76K Hold
80
– – ﹤0.01% 615
2023
Q2 		$8.75K Buy
+80
New +$8.01K ﹤0.01% 600

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WR Wealth Planners's COF Position: Q4 2024 in Review

WR Wealth Planners increased its Capital One (COF) stake by 23% in Q4 2024, buying an estimated $6.75K and bringing the position to 206 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #355.

WR Wealth Planners first reported a position in COF in Q2 2023 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold COF as of Q4 2024.

  • WR Wealth Planners held 206 shares of Capital One worth $36.7K as of Q4 2024.
  • WR Wealth Planners bought 39 Capital One shares in Q4 2024, an estimated $6.75K.
  • Capital One made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #355 holding.
  • WR Wealth Planners first reported a position in Capital One in Q2 2023 and has held it in 6 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.