Capital ONE Investing is based out of Mclean. Capital ONE Investing is a large advisory firm with 1088 clients and discretionary assets under management (AUM) of $920,140,975 (Form ADV from 2022-03-31). Whalewisdom has at least 4 13F filings The firm last filed a Form D notice of exempt offering of securities on 2018-08-17. The notice included securities offered of Equity
2019-12-31
Top Buys (13F)
| Name | % Change |
|---|
2019-12-31
Top Sells (13F)
| Name | % Change |
|---|
2019-12-31
13F Holdings Summary
CAPITAL ONE INVESTING, INC. filed under a combined 13F through
HIBERNIA CORP
for 2019-12-31
2019-12-31
13F Activity
| Market Value | $0, Prior: $430m |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2019-12-31
13F Sector Allocation Over Time
2019-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-12-31