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Capital One Financial shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 75 149.73
2024-06-30 $10k 75 138.45
2024-03-31 $11k 75 148.89
2023-12-31 $9.8k 75 131.12

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
BlackRock
Dodge & Cox
Capital Research Global Investors
State Street Corporation
Harris Associates L.P
Franklin Resources
Fisher Investments
Davis Selected Advisers
Jpmorgan Chase & Co
Berkshire Hathaway
Reed Conner & Birdwell
Geode Capital Management
Capital World Investors

View all funds holding Capital One Financial