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Able Wealth Management’s Cooper Companies COO Stock Holding History

Able Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$757 – 169
2023
Q4 		$757 Buy
+8
New +$671 ﹤0.01% 534

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Able Wealth Management's COO Position: Q1 2024 in Review

Able Wealth Management sold out of Cooper Companies (COO) in Q1 2024, closing a stake of 8 shares — an estimated $757 sold.

Able Wealth Management first reported a position in COO in Q4 2023 and held it in 1 quarter. The position peaked at $757 in Q4 2023. 591 funds tracked by Wall St. Rank hold COO as of Q1 2024.

  • Able Wealth Management reported no remaining Cooper Companies position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 8 Cooper Companies shares in Q1 2024, an estimated $757.
  • Able Wealth Management first reported a position in Cooper Companies in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Cooper Companies position peaked at $757 in Q4 2023.
  • 591 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.