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Adams Wealth Management’s Cooper Companies COO Stock Holding History

Adams 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
2020
Q4 		– Sell
-108
Closed -$9K – 121
2020
Q3 		$9K Buy
+108
New +$8.29K 0.01% 189

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Adams Wealth Management's COO Position: Q4 2020 in Review

Adams Wealth Management sold out of Cooper Companies (COO) in Q4 2020, closing a stake of 108 shares — an estimated $9K sold.

Adams Wealth Management first reported a position in COO in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 523 funds tracked by Wall St. Rank hold COO as of Q4 2020.

  • Adams Wealth Management reported no remaining Cooper Companies position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 108 Cooper Companies shares in Q4 2020, an estimated $9K.
  • Adams Wealth Management first reported a position in Cooper Companies in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Cooper Companies position peaked at $9K in Q3 2020.
  • 523 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.